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.