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Document Groups

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Document group is a feature allowing you to keep all card documents in your own arrangement. Now you can collect sets of documents that have been added to a card and group them by any condition, for example by their type or purpose. Documents will be gathered in the form of separate groups and visible on a card.

Unlike folders, groups exist only in cards. Changing its content has no impact on the source libraries. They were created for your convenience. The same document can be stored in multiple groups. Collect documents that are important to you and organize them as you need.

When you add a document group to the card, it will be visible in the card elements section on the right side.

Add a document group

  1. Open a space.
  2. Enter a card.
  3. Click on + Add new element in the top right corner of the card.
  4. Select Document group.
  1. Enter a name for a Document group and click on Add.

Add documents to the group

When you add documents to a card where a document group is created, they will be automatically placed in this group. If you create more groups, documents added further will be placed in a successive document group. 

  1. Click on + Add Document in the document group.
  1. Select whether you would like to:
    • upload it from your computer
    • add an existing document from space documents
    • create a new one, blank documents of selected type:
      • Word
      • Excel
      • PowerPoint
    • create a document with a document template.
  1. To add an existing document, mark all you need and click on + Add selected.

Remove document from the group

  1. To remove a document from a document group in a card (without deleting it permanently), click on the three-dot menu button next to a document’s name.
  2. Select Detach.

If you select the Delete option, the document will be completely deleted with all its references.

Change the order of document groups

Organize documents in your own system by changing the order of groups and other elements. 

Use drag and drop.

Move documents between the groups

You can move particular documents between document groups or change the order of them. Use drag and drop.

Hide document group

When your document groups take too much of your card’s space, you can collapse them by clicking on the arrow button. The same activity is needed to expand the group again.

After collapsing a group, you will be presented with statistics: 

  •  number of documents in a document group
  •  date of the most recently updated document.

Remove document group

Two steps to remove a document group from a card. This action will not delete documents from the space.

  1. Click on the three-dots menu button next to a group’s name.
  2. Select Remove.

Go to Document Folder in a Card a decide what meets your needs better.

FAQ

Documents can be stored in cards with:

Yes, you can add multiple document groups to a card, and each group can contain specific documents that you want to organize.

Yes, you can change the order of document groups within a card by using drag and drop. Click on the group you want to move and drag it to the desired location.

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