Organize study files with document groups

You can add and remove a document group, provided your user account has a business role with the "Enable document grouping in Study library" permission.

  1. On the Documents tab, click the document's ellipses option (Icon image is three dots aligned vertically) under Actions. Choose Add to a group.
  2. Select from the preconfigured Groups list, or add a new value under Other, then click Save.
  3. Filter to find study library documents associated with your selected document group by selecting the group from the Group drop-down.
  4. Remove group names by clicking on the Actions drop-down list when filtering by document group names.