2.7.3 Manage document groups
On the Document groups tab, you have an overview of all the available document groups in your eSignatures environment.
A document group is a container of documents. By means of document groups, documents can be shared amongst different users. When multiple users have access to the same document group (other than MyDocuments) they can view and/or edit (depending on the permissions) the documents other users have uploaded.
Per document group you can now also select multiple Themes to choose from while uploading a package. A theme is a collection of branding settings that determine the look and feel of eSignatures. This way, packages uploaded under a certain theme can have a different look.
Important:
Never rename or delete the default document group My Documents! Doing so could lead to serious environment issues.
If you want to apply special permissions to a document group, you are recommended to create a new document group.
Create a new document group
- In the Access Management section click the Document groups tab.
- Click Create new document group.
Enter a name for the document group and click Confirm. The new document group is added to the Document groups list.
Important: the newly created document group cannot be used as such. You must first assign the appropriate permissions to the user groups that need access to the document group. To configure a newly created document group, follow the instructions in Edit a document group below.
Edit a document group
- Click the Edit button next to the document group you want to edit.
Select a User group
Now select the user groups that must have access to the document group and configure which permissions the user groups should have.
- The different user groups that are created in the system are listed under the User groups tab.
Select the required user group in the User Groups column.
Enable the permissions you want the user group to have in the document group. All permissions are by default disabled for a newly created user group.
When you are done, click Save.
The settings you configure here are automatically saved in the Document groups section of the selected User group as well.
Select a theme
Per document group you can now also select multiple Themes to choose from while uploading a package. A theme is a collection of branding settings that determine the look and feel of eSignatures. This way, packages uploaded under a certain theme can have a different look.
Click the Themes tab.
By default, the System theme is selected.
The available themes the admin has created for your environment are listed under Themes not in the document group.
Click the plus sign next to every theme you want to make available to the document group.
The themes you’ve selected are now listed under Themes in the document group and can be selected as default theme in the Default theme drop-down list.
In the Default theme drop-down list, select which theme must be used as default when uploading a package to this document group.
Note that initiators may still choose a different theme during the upload (provided it’s one of the themes you’ve added to the document group).
When you’re done, click Save.
Delete a document group
- To delete a document group, click the Delete button next to it.
Note: a document group can only be deleted if it doesn't contain any documents.