1.Click on Documents ->  Manage Configuration -> Document Template Groups on the left-hand

side menu of the screen.

2.All the Document Template Groups in the system are shown on the Document Template Groups

page.

3.The Search field accepts text which will be used for a case insensitive partial match against the

following columns values:

a.Detail

b.Code.

4.Type in text in the search bar, click “Enter” or the magnifying glass.

5.The list filters to text searched for.

6.Click on the edit symbol under the “Actions” column to edit the Document Template

Group.

Create a document template group

1.      Click on Documents ->  Manage Configuration -> Document Template Groups on the left-hand

side menu of the screen.

2.      “Document Template Groups” search page is shown, click on the “New Document Template

Group” button in the top right corner.

3.The “New Document Template Group” page is shown.

4.Add the mandatory attributes as required.