Displaying family groups in a view

During review, you can see how documents exist in family groups by creating a view tailored to this goal.

Creating the family group view

1. Navigate to the Documents tab.
2. Click on the View drop-down to expand the menu.
3. Click New View.
4. Enter the following in the Information section:
   • Object Type—Document
   • Order—10
   • Name—Family Group
   • Owner—Public
5. Enter the following in the Other section:
   • Group Definition—Group Identifier
   • Visible in Dropdown—Enabled
6. In the Fields section, select each option below and click on the Move selected icon to move the field below to the Selected section:
   • Edit
   • File Icon
   • Control Number
   • Group Identifier
   • File Name, Name, or Unified Title
   • Record Type
   • Any additional fields you wish to see in the Family Group view.
7. Click on the Sort section and select Group Identifier or another related items field.
8. Click Save.