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How do I manage Document Groups in Monthly Reporting(Manage By Date)?

Table of Contents :

How do I add a new Document Group?

1. Login to your account using the username and password provided.  
2. Hover over Asset Management Centre and Click on Monthly Reporting tab.  
3. Go to Manage By field and Select Manage By Date from List.  
4. Select Asset from the grid for which you want to manage Document Group.  
5. Hover on the Controls button and Click on Manage Document Group option. It will open new window of Manage Document Group.  
6. Click on ADD button.
7. Select Document Type, Group Name and Display Order from list.  
8. Then click on SAVE button to add a new Column.

How do I edit a Document Group??

1. Login to your account using the username and password provided.  
2. Hover over Asset Management Centre and Click on Monthly Reporting tab.  
3. Go to Manage By field and Select Manage By Date from List.  
4. Select Asset from the grid for which you want to manage Document Group.  
5. Hover on the Controls button and Click on Manage Document Group option. It will open new window of Manage Document Group.  
6. Click on EDIT button.
7. Select Document Type, Group Name and Display Order from list.  
8. Click on SAVE button to save your changes.

How do I delete a Document Group?

1. Login to your account using the username and password provided.  
2. Hover over Asset Management Centre and Click on Monthly Reporting tab.  
3. Go to Manage By field and Select Manage By Date from List.  
4. Select Asset from the grid for which you want to manage Document Group.  
5. Hover on the Controls button and Click on Manage Document Group option. It will open new window of Manage Document Group.  
6. Select Document Group from the grid which you want to delete.
7. Click on DELETE button.
8. It will open one Pop up. Click on OK button.


Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.
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  1. Lauren Partridge

  2. Posted
  3. Updated

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