To group documents together they are assigned to categories when created.  These are managed as Document Settings.


To manage the Document Setting lists select the settings icon in the Documents section on the Main Site Page.



The Document settings screen is displayed.



To add a new Class, Group or Category select the Create_Button.png button and refer to the instructions in Adding a New Class, Group or Category.


To modify a Class, Group or Category select Modify_Icon.png.


To delete a Class, Group or Category select Delete_Icon.png.


If you have a standard set of Schedule Settings to be used on multiple sites they can be copied from one site to another by using the Copy Settings feature.