How do I create a File Group in CCH Axcess Document?

  1. Open Dashboard, click Applications on the navigation panel.
    • Click Work with files under Document.
  2. Click the File group tab.
  3. Double-click the Name box in the add record row and enter a new file group name.
  4. Double-click the Description box to enter a description for the file group. Although not required, descriptions can be useful later when determining where files are to be assigned.
  5. Under File group type, leave the default selected if the file group is to be Shared, or change the selection to Private.
    • 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.
  6. Click Save on the button bar.

For more information, see how do I add or remove files in a File Group in CCH Axcess Document.

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