How do I create a File Group in CCH Axcess Document?
- Open Dashboard, click Applications on the navigation panel.
- Click Work with files under Document.
- Note: If you indicate that a file group is private, it can only be viewed by you. If you want others to be able to access the new file group, you should leave the default selection.
For more information, see how do I add or remove files in a File Group in CCH Axcess Document.