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

How do I add a new document group?

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 General 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.
14.	Fill the fields as per the requirement.
15.	Click on the Save button.
16.	It will open a Popup message. Click on OK.

How do I edit the document group?

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 General 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 data in the grid.
14.	Click on the Edit button.
15.	Edit the fields as per the requirement.
16.	Click on the Save button.
17.	It will open a Popup message. Click on OK.

How do I delete the document group?

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 General 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 data in 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 the document group row?

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 General 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 data in 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 the main users?

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 General 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 users?

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 General 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 the audit trail?

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1. Lauren Partridge

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1.	Login to your account using your current username and password.
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.