Editing the Document Group of a Contract Document
Change the document group assigned to a contract document directly from the Documents list.
- A contract record exists.
- At least one document exists on the contract.
- The administrator has:
- Configured the the Document Group attributes in Common Attributes. If the field is not configured, the drop-down does not appear.
- Granted you Update permission on the Document Group attributes.
When the same document is added multiple times using Regenerate, only the parent document supports document group editing. For regenerated (child) documents, the Edit Document Group option does not appear in the More menu, only Preview, Download, and Delete are available. Updating the document group on the parent document applies the change to the parent and its related regenerated documents; child documents cannot be edited independently.
- Click the More icon (
) for a document.
Note: The Edit Document Group option appears only for the parent document; it is not shown for regenerated child documents.