Grouping documents
A group keeps related documents together, so you can filter the documents list by it and step between the members. You pick the group as you upload, in the Settings panel.
- The IntelieDocs module visible in your left-hand navigation.
- An orchestrator to upload into. Every group belongs to one orchestrator.
If IntelieDocs isn't in your navigation, your role doesn't have visibility for it — ask a workspace administrator, or see Permissions and module visibility.
Steps
Open the orchestrator’s documents list, select Upload Document, then add files — Choose a file or drag it here.
Select the file in the Documents sidebar — Settings is greyed out until one is selected, and it edits that file only.
Under Add to Group:, pick an existing group from Select Group — or select New Group and type a name in Enter group name. A Group created successfully! message confirms a new one.
With more than one file staged, Apply to all documents copies the selected file’s group to the others.
Select Save All Documents. Back on the list, the Group column shows the name and View Groups (All) filters by it.
What success looks like
- The Group column shows your group's name instead of an em dash.
- View Groups (All) lists the group, with its document count.
- A document's breadcrumb reads Group:, and its Groups tab links to every other member.
Save before you open Groups
On a document, Result and Groups share one panel, so switching to Groups silently discards unsaved field edits. Select Save first.
If something goes wrong
| Symptom | Likely cause | What to do |
|---|---|---|
| A file landed in a group you did not choose. | Files inherit the orchestrator's default group, including ones staged before the group list loads. | Set Add to Group: per file before you save. |
| A group is missing from View Groups (All). | The filter lists only the groups the server returns in one page. | Open any document in the group and use its Groups tab. |
| The Groups tab reads This document is not assigned to any group. | It was uploaded without one. | The group is chosen at upload — upload the file again into the group you want. |
Next
- Uploading documents — the rest of the upload page.
- Finding and reading a document — filters and search.
- Reviewing extracted fields — what Save covers.