How do you create a document group?

Document Grouping is a way to choose what documents employees need to have to be in compliance with your practice. To create custom document groups, follow these steps.

1. Login to Done Desk

2. Click "Documents"

3. Go to "Document Groups"

4. Click "+New Group" OR Choose from one of our Preset groups

5. Name the group (I.e., Main Location, RDA's, etc.)

6. Check the boxes next to the document types

7. Check the "Required" if the document is required

8. "Save"