Table of Contents : |
How do I add a Document Group?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Commercial Management tab then Hover over the Legal and Financial Centre and Click on Contract Management tab. | |
3. | Click on Engine Centre button. | |
4. | Select the assets for which you need to manage documents. | |
5. | Click on VIEW icon. | |
6. | Hover on Controls button and Click on Manage Document Groups Tab. It will open Document Group page in a new window. | |
7. | Once Manage Document Groups page open go to right side Click on the ADD button. | |
8. | Insert Group name, Set display order and Select relevant details. | |
9. | Select and input all of the required fields and Click on the SAVE button to add. |
How do I edit a Document Group?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Commercial Management tab then Hover over the Legal and Financial Centre and Click on Contract Management tab. | |
3. | Click on Engine Centre button. | |
4. | Select the assets for which you need to manage documents. | |
5. | Click on VIEW icon. | |
6. | Hover on Controls button and Click on Manage Document Groups Tab. It will open Document Group page in a new window. | |
7. | Opens a new window for Manage Document Groups. To Edit groups click on group that you want to edit. | |
8. | Click on EDIT button and Modify any of the required fields. | |
9. | Edit Group name, Set display order and Select relevant details. | |
10. | Click on the SAVE button to update any changes made. |
How do I delete a Document Group?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Commercial Management tab then Hover over the Legal and Financial Centre and Click on Contract Management tab. | |
3. | Click on Engine Centre button. | |
4. | Select the assets for which you need to manage documents. | |
5. | Click on VIEW icon. | |
6. | Hover on Controls button and Click on Manage Document Groups Tab. It will open Document Group page in a new window. | |
7. | Opens a new window for Manage Document Groups. To Delete a group, click on the group that you want to Delete so it becomes highlighted. | |
8. | Click on the DELETE button on the right side of the page. | |
9. | A popup message will appear that say "Are you sure want to Delete this record?" click on ok if you are sure you wish to delete the group. |
Lauren Partridge
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