Create Custom Document Group

In addition to the DataTrak's pre-defined document groups, you can create custom document groups to help organize documents to a user's specific needs. Only the DataTrak Administrator can add a custom document group to a primary desktop. Individual users can add custom document groups to only their user-defined desktops. Each desktop can contain multiple custom document groups and each custom document group can contain multiple documents. The process for creating custom document groups is a simple drag-and-drop procedure that is performed when creating or editing a desktop. Consult the DataTrak User's Help system for information on how user's can define additional desktops for themselves.

Use the following steps to create a custom document group:

Display the user's desktop.
In the document library (left pane), expand the document group folder that contains the first document you want to add to the custom document group.
Click the document and drag and drop it on the desktop area.

Important: be sure that you release the document on an unused portion of the desktop.
When you drop the document over an unused portion of the desktop, DataTrak displays the following pop-up form and lets enter the name for the document group.
Enter the name for the document group and click the OK button. The new group will be displayed in the desktop area.
To add another document to the group, simply drag it from the document tree and drop it into the newly created group.
To create another custom document group, repeat step 5.
When you finish creating custom document groups, click the button to save the new desktop configuration.

Deleting a Custom Document Group or Document from a Custom Document Group

To remove a document from a custom group, click the (delete) icon next to the document name. To delete a document group, click in the upper right corner of the document group frame. Click the save desktop button when you are finished to save the new desktop configuration.