Create Custom Document Group

In addition to the DataTrak predefined document groups, you can create your own custom document groups to help you organize documents according to your needs. You cannot add custom document groups to your primary desktop, but you can add them to any user-defined desktop. Each user-defined 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. Use the following steps to create a custom document group:

1. Display the user-defined desktop to which you want to add a custom document group. To display the desktop, simply select it from the desktop dropdown list. Remember: you cannot add custom document groups to Desktop0.

2. 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.

3. 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.

4. When you drop the document over an unused portion of the desktop, DataTrak displays the following pop-up form and lets you enter the name for the document group.
   
   

5. Enter the name for the document group and click the OK button. The new group will be displayed in the desktop area.
   
   

6. To add another document to the group, simply drag it from the document tree and drop it into the newly created group.

7. 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.