How can I organize documents, codes, and memos in groups?
How can I organize documents, codes, and memos in groups?
Create groups to organize and keep track of your documents, codes, and memos
Organize your documents, codes, and memos into groups. You can create as many groups as you want, and any single object can belong to more than one group.
How to create new groups:
- Go to either the Document Manager, Code Manager, or Memo Manager
- Click on the three dots in the top-right corner of the manager and select Groups from the drop-down menu
- In the last field labeled "Create new group," enter a name for the new group and click the "+" button
- You can also edit the names of existing groups or delete existing groups by clicking on the trash button
How to use groups:
- Go to either the Document Manager, Code Manager, or Memo Manager
- Hover your cursor over the desired element (document, code, or memo) and click on the "Details" button to open the sidebar
- To delete or edit the name a group, click on the gear cog icon "Manage Groups"
- To add a document, code, or memo to a group: If you have already created the group, simply select it from the list that appears.
- To add multiple documents, codes, or memos to a group, select them by ticking the boxes to the left of each item, then click the three dots at the bottom of the screen, select 'Add to group,' and choose the desired group