Class Groups

Classes can be combined into class groups. This makes it easier to select a class while creating a new document.

You can create a new class group by right-clicking the Document heading under Document Vaults > (Vault) > Metadata Structure (Hierarchical View) and selecting New Class Group...

Video: Class Groups

New Class Group

The image below displays the properties window for creating the class group Meetings. The Members field lists the classes that belong to this group.

The document classes are shown in the menu in numerical order when you fill in the metadata card. You can easily change the order of the list by using numbering.

The "Class Group Properties" window and the new document creation dialog showing various class groups.

Permissions

You can specify the users who may see this class group via the Permissions tab of the Class Group Properties dialog.