2022.2

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Job Grouping Fields
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Job Segment Grouping Fields
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Document Set Grouping Fields
Grouping Tabs:Jobscanbegroupedatthreedifferentlevels.Thethreegroupseachhavetheir
owntab,andareasfollows:
TheFieldsavailabletobeusedforanyGroupingarecontainedwithintheAvailable Fieldsbox.
AnyFieldsthatyouwanttouseforGroupingneedtobeaddedtotheSelected Fieldsboxviathe
arrowsfoundbetweenthetwoboxes.
SimplyselecttheField(s)youwanttomoveandthenclicktheappropriatearrow.
Anyfieldsthatyoudecidedon'tneedtobeusedinGroupingcanbereturnedtotheAvailable
Fieldsboxinthesamefashion.
OnceafieldisaddedtotheAvailable Fieldsbox,itsSorting Optioncanbeselectedbyclicking
inthe"Sorting Option"column,andselectingtheappropriateoption.Theoptionsforsortingare
eitherAscendingorDescendingorder.
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Size Groupingsection:Checkthecheckboxtoenablesize grouping,whichseparatesDocu-
mentsintodifferentgroups,basedupontheirrelativesizes.
Forexample,selectingDocument Set GroupingfortheGrouping Level,DocumentsfortheItem
to group,GroupbyPage Countandthencreatingapagerangefrom1-5andanotherpage
range6toLargest,willcreatetwoDocumentSetgroups.ThefirstwillcontainallDocumentsof1
to5pagesinlength,andthesecondwillcontainanydocumentof6ormorepages.
TheoptionswithinSizeGroupingare:
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Grouping Level:Usethedrop-downtoselectwhichgroupingleveltouse,betweenJob,
Job SegmentorDocument Set.Onlyonegroupinglevelcanbeselected.
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Item to Group:Usethedrop-downtoselectwhichitemtogroup.Theitemchoicesare
Job Segments,Document SetsorDocuments.
Note: Aselectionmadeherecanover-rideapreviouslyselectedGrouping Level
option.
Forexample,iftheGrouping LevelwaspreviouslysettoDocument Set,thenselect-
ingJob SegmentsastheItem to GroupwillnotmakesenseforthatGroupingLevel.
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