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Creating Groups

Engracia Villar

Engracia Villar

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Streamline the tasks of sharing documents and/or dossiers.

If you need to share documents or dossiers always with the same people, you can create your Groups so that when sharing you don’t have to select one by one at a time.

 

There are two types of groups: Static Groups or Dynamic Groups. 

 
 

In order to create a Group you must go to the Main Menu on the side and select Colaboration → My groups.

“We have two types of groups: Static Groups or Dynamic Groups 

To create a new group, press “+” at the top right and give your group a name. Choose Static Type and start adding users by pressing the “+ Add Contacts” button. Select the contacts by clicking on each one and you already have the group created. Remember to Save this group when finished.

To create this type of Group, start as in the previous step, creating it and setting a name. Now choose Dynamic Type. To add users to a dynamic group, they must meet the indicated condition. For example, if you have saved the position they have in the “Function” data of each user and we want to create an Administrative Group, the condition would be the following: Function = Administrative.

If you have multiple groups and want one of them to appear first, mark it as Favorite.

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