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Doc Express® Knowledge Center

Set Up Groups

In this article:

Agency managers can add groups of users to the Doc Express service to easily assign access to contract documents. They can also change the group name and delete groups and add and delete group members.

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Select Template Groups from the Sidebar menu to open the Template Groups page.

  • Click View the groups to see users' group associations. Users are listed alphabetically by first name.
  • Click a group name to see all users or to add members to that group.
  • Click Groups in the navigation trail to return to the Template Groups page.
  • You can't delete a group that is in use in a contract.

Add or edit a group

  1. Click New Group, or select the group name. The Doc Express service displays the Edit Group page.

  2. Enter or change the name of your group in the Name field.

  3. Click Save.

When you are finished adding a group, you can add members to it. Return to the Groups page by selecting Groups in the navigation trail.

Add group members

  • If you already have members in your group, select the group from the Template Groups page. Click Actions and select Add Organizations/Users or Add Agency Users.  
  • If you're adding members to a new group, click Add Members.

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  1. Enter the user or organization name in the Search field. 

  2. Click Search.

  3. Select the user or organization from the results list. You can select more than one at a time.

  4. Click Save or click Next if you're adding an organization.

  5. Select the users from the organization to add to the group and click Save.

The Doc Express service adds the user or organization to the group and returns you to the Edit Group page. Return to the Groups page by selecting Groups in the navigation trail.

Delete group members

  1. Click the name of the group. The Doc Express service opens the Edit Group page.

  2. Click the X for that member on the Edit Group page. 

  3. Click OK in the delete confirmation window.

Return to the Groups page by selecting Groups in the navigation trail.

Delete a group

You can't delete a group that's been added to a contract. If you don't see an X, you can't delete that group.

  1. Select Template Groups in the Sidebar menu.

  2. Click the X for that group on the Groups page.

  3. Click OK in the confirmation window.

The Doc Express service deletes the selected group.