GeeDee for Windows

Group Management

Group Management

Previous topic Next topic No directory for this topic No expanding text in this topic  

Group Management

Previous topic Next topic Topic directory requires JavaScript JavaScript is required for expanding text JavaScript is required for the print function Mail us feedback on this topic!  

 

The GD Groups are categories of items that can be and have been archived into the GDMS program.

 

The groups and their sub-categories closely resemble the document structure in GeeDee for Windows so the layout will have some familiarity. All items that have been archived into the GDMS program can be accessed under the appropriate GD Group and Category.

 

See ListView for further information on how this is done.

 

 

group managment1

 

 

The group titles are set in the GDMS program and cannot be edited, however new categories can be created and added under groups.

 

Note: These functions are available only to the Administrator.

 

To create, edit or delete categories under the GeeDee groups go to the "Settings" tab and then select the "GD Group Management" button.

 

group managment 2

 

The following screen will then be displayed allowing for categories to be created, edited or deleted.

 

Select the "+" button to add, the "Pencil" button to edit and the "-" button to delete a category. Categories can be dragged and dropped onto any group or removed from a group if there are no items attached.

 

Note:  Once categories have been added under a group and have items attached, they cannot be deleted from the "Categories" list.

 

 

group management 3

 

 

User Groups are for office documents and items scanned in from an external source and not those automatically archived from GeeDee.

 

The user groups are created in settings by the administrator.

 

To create, edit or delete categories under the GeeDee groups go to the "Settings" tab and then select the "Other Group Management" button.

 

group managment 4

 

The following screen will then be displayed allowing for categories to be created, edited or deleted. Select the "+" button to add, the "Pencil" button to edit and the "-" button to delete a category. Categories can be dragged and dropped onto any group. Note that once they have been added under a group and have items attached, they cannot be deleted from the list.

 

All items scanned from a particular user can be saved under that user group name.

 

group managment 5

 

 

 

 

 

GeeDee Company Logo_Horizontal_MEDIUM
Phone: (08) 9364 6677  | Fax: (08) 9364 7433   | eMail: info@geedee.com.au  | Web: http://www.geedee.com.au/

© GeeDee for Windows Pty Ltd  1984 - 2018             All rights reserved.      Real Estate Software by Real Estate Professionals.

Trust Accounting & Property Management Software with Enterprise Electronic Document Management.