Groups

Groups allow you to quickly add a set of users as an association or a reviewer to a document. The Groups page shows a list of all groups in the organization, as well as the number of members in the group. 

Add new group

1. Click the Administration tab, and click Groups.

2. Click Create.

3. Enter the group's name, and click Add Group.

View associations of a group

1. Click the Administration tab, and click Groups.

2. Click the group for which you want to view associations.

The Associations tab displays all documents the group is associated with.

Add members to a group

1. Click the Administration tab, and click Groups.

2. Click the group that you want to add members to.

3. Click Members, then click Add.

4. Enter the email for the user you want to add.

5. Click Add User to Group.

Remove a user from a group

1. Click the Administration tab, and click Groups.

2. Click the group you want to remove members from.

3. Click Members.

4. For the member you want to remove, click the menu, and select Remove.

5. Confirm that you want to remove the user.

Delete a group

1. Click the Administration tab, and click Groups.

2. For the group you want to delete, click themenu, and select Delete.

3. Confirm the deletion.

Edit group name

1. Click the Administration tab, and click Groups.

2. For the group you want to edit, click themenu, and select Edit.

3. Edit the group name and click Edit.