Manage document groups

Document groups organize related documents under a single group. Create, archive, or unarchive document groups.

Create a document group

1. Go to Documents > Manage Documents.

2. Click New.

3. Complete the following fields:

   Field	Description
   Name	Type a descriptive name for the document group.
   Category	Optional. Type a category and hit Enter or select an existing category from the dropdown.
   Description	Optional. Type a description for the document group.

4. Click Continue.

5. Add documents to the document group.

Archive or unarchive document groups

1. Next to the document group, click the menu ⋮.

2. Select the option as appropriate:

   1. Archive: Makes all documents within the document group inaccessible to recipients.

   2. Unarchive: Makes all documents within the document group accessible to recipients who were sent documents.