How do I manage Document Groups of Managers Tab in Propeller for ...

How do I add a new Document Group in Propeller for Lease Management?

1.	Login to your account using the username and password provided.
2.	Click on the Asset / Lease Management Tab.
3.	Click on the Lease Management Tab.
4.	Click on the Propeller Tab.
5.	Select the Client in the dropdown list.
6.	Select the row data in the grid.
7.	Click on the view icon. It will open a new window.
8.	Select the row data in the grid.
9.	Click on the View button. It will open a new window.
10.	Click on the Managers Tab.
11.	Click on view icon which is on the top right corner. It will open the template in a new window.
12.	Hover on the Controls and Click on Manage Document Groups option. It will open a new window.
13.	Click on the Add button to add the new data.
14.	Fill the details as per your requirement.
15.	Click on the Save button.
16.	It will open a Popup message. Click on OK.

How do I Edit Document Group in Propeller for Lease Management?

1.	Login to your account using the username and password provided.
2.	Click on the Asset / Lease Management Tab.
3.	Click on the Lease Management Tab.
4.	Click on the Propeller Tab.
5.	Select the Client in the dropdown list.
6.	Select the row data in the grid.
7.	Click on the view icon. It will open a new window.
8.	Select the row data in the grid.
9.	Click on the View button. It will open a new window.
10.	Click on the Managers Tab.
11.	Click on view icon which is on the top right corner. It will open the template in a new window.
12.	Hover on the Controls and Click on Manage Document Groups option. It will open a new window.
13.	Select the row from the grid.
14.	Click on Edit button to edit the data
15.	Edit the details as per your requirement.
16.	Click on the Save button.
17.	It will open a Popup message. Click on OK.

How do I Delete Document Group in Propeller for Lease Management?

1.	Login to your account using the username and password provided.
2.	Click on the Asset / Lease Management Tab.
3.	Click on the Lease Management Tab.
4.	Click on the Propeller Tab.
5.	Select the Client in the dropdown list.
6.	Select the row data in the grid.
7.	Click on the view icon. It will open a new window.
8.	Select the row data in the grid.
9.	Click on the View button. It will open a new window.
10.	Click on the Managers Tab.
11.	Click on view icon which is on the top right corner. It will open the template in a new window.
12.	Hover on the Controls and Click on Manage Document Groups option. It will open a new window.
13.	Select the row from the grid.
14.	Click on the Delete button.
15.	It will open a Popup message. Click on OK.
16.	Another Popup message will be open. Click on OK.

How do I Reorder Document Group row in Propeller for Lease Management?

1.	Login to your account using the username and password provided.
2.	Click on the Asset / Lease Management Tab.
3.	Click on the Lease Management Tab.
4.	Click on the Propeller Tab.
5.	Select the Client in the dropdown list.
6.	Select the row data in the grid.
7.	Click on the view icon. It will open a new window.
8.	Select the row data in the grid.
9.	Click on the View button. It will open a new window.
10.	Click on the Managers Tab.
11.	Click on view icon which is on the top right corner. It will open the template in a new window.
12.	Hover on the Controls and Click on Manage Document Groups option. It will open a new window.
13.	Select the row from the grid.
14.	Click on move Icon to move your row upward/downward.
15.	It will open a Popup message. Click on OK.

How do I show a Document Group to main users in Propeller for Lease Management?

1.	Login to your account using the username and password provided.
2.	Click on the Asset / Lease Management Tab.
3.	Click on the Lease Management Tab.
4.	Click on the Propeller Tab.
5.	Select the Client in the dropdown list.
6.	Select the row data in the grid.
7.	Click on the view icon. It will open a new window.
8.	Select the row data in the grid.
9.	Click on the View button. It will open a new window.
10.	Click on the Managers Tab.
11.	Click on view icon which is on the top right corner. It will open the template in a new window.
12.	Hover on the Controls and Click on Manage Document Groups option. It will open a new window.
13.	Go to the row and tick the 'Show Group to Main User' tickbox for that row.
14.	It will open a Popup message. Click on OK.

How do I hide a Document Group to the main user in Propeller for Lease Management?

1.	Login to your account using the username and password provided.
2.	Click on the Asset / Lease Management Tab.
3.	Click on the Lease Management Tab.
4.	Click on the Propeller Tab.
5.	Select the Client in the dropdown list.
6.	Select the row data in the grid.
7.	Click on the view icon. It will open a new window.
8.	Select the row data in the grid.
9.	Click on the View button. It will open a new window.
10.	Click on the Managers Tab.
11.	Click on view icon which is on the top right corner. It will open the template in a new window.
12.	Hover on the Controls and Click on Manage Document Groups option. It will open a new window.
13.	Go to the row and untick the 'Show Group to Main User' tickbox for that row.
14.	It will open a Popup message. Click on OK.

How do I view Audit Trail in Document Groups of Managers Tab in Propeller for Lease Management?

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1. Lauren Partridge

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1.	Login to your account using the username and password provided.
2.	Click on the Asset / Lease Management Tab.
3.	Click on the Lease Management Tab.
4.	Click on the Propeller Tab.
5.	Select the Client in the dropdown list.
6.	Select the row data in the grid.
7.	Click on the view icon. It will open a new window.
8.	Select the row data in the grid.
9.	Click on the View button. It will open a new window.
10.	Click on the Managers Tab.
11.	Click on view icon which is on the top right corner. It will open the template in a new window.
12.	Hover on the Controls and Click on Manage Document Groups option. It will open a new window.
13.	Click on the Audit Trail button. It will open the Audit Trail page in a new window.
14.