Document groups¶
Document groups organize document types by operation, client, or business area. They also influence the routing mode used by the document type.
Manage groups¶
- Open Administration → Document groups.
- Choose New, or select a group to edit.
- Enter the group name and code.
- Choose its routing mode.
- Save.
A group that is used by document types or documents cannot be deleted without first resolving those dependencies.
Permissions¶
grupo_doc:ver— view groups.grupo_doc:crear,grupo_doc:editar,grupo_doc:eliminar— manage them.