Configuring Document Attribute Groups

You can create groups of attributes which appear during document creation and on the Document Details screen. Attributes can only be assigned to one group at a time. Attribute groups allow you to group attributes into custom sections.

To configure a new attribute group

  1. On the Policy menu, select Setup > Attribute Manager.

    The Attribute Manager screen appears.

  2. Click the View button for the type of attribute inventory to which you want to add an attribute group.
    The Attribute Manager screen appears.

  3. Select the Groups tab.
  4. Click the Add Group button.
    The Add Group modal appears.

  5. Enter a descriptive name for the group of attributes.
  6. Click the Save button.
  7. Click the Manage Attributes button under the new group.
    The Manage Attributes modal appears.
    Note:

    You can manage the attributes for each attribute group.



  8. Use the horizontal arrow buttons to move available attributes into the group.

    Use the vertical arrow buttons to change the ordering of the attributes within the group.

  9. Click the Save button.
  10. Create additional groups as needed.

To edit the name of an attribute group

  1. On the Groups tab, click the Edit icon for the group name you want to edit.

    The Edit Group modal appears.

  2. Edit the group name as needed.
  3. Click the Save button.

To translate the name of an attribute group

  1. On the Groups tab, click the Translate icon for the group name you want to translate.
  2. Enter the translated value of the group name for each language you want to add.
  3. Click the Save button.

To delete an attribute group

  1. On the Groups tab, click the Delete icon for the group name you want to delete.
    The Delete Group modal appears.

  2. Click the Confirm button.

To reorder attribute groups

You can change the order in which the attribute groups appear.

  1. On the Groups tab, click the Arrow icon for the group name you want to move.
  2. Use the Down Arrow icon to move a group to a lower level. Use the Up Arrow icon to move a group to a higher level.