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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
Documents 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
selecting Job Segments as the Item to Group will not make sense for that
Grouping Level. Thus the Grouping Level would automatically be changed to
the more appropriate Job selection.
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