Document Group Setup

MoversSuite Administration > Document Management > Document Group

 

Define the categories that appear within the Document Management Viewer.  Document groups aid in helping users organize documents linked to an order.

 

The following table describes the fields used to define Document Groups.

 

Field

Description

Description

Enter a description for document groups that will appear within the Document Management viewer (up to 64-characters).  These group records associate to document types through the Document Type Setup.

MoversSuite provides the following default groups:

Correspondence

Move Documents

Other

 

Group Sort Order

Enter a value that represents the order of appearance for the group listing within the Document Management viewer.  A sort value of 1 will cause the group to appear at the top of the listing, 2 will list second, etc.