InSite Creative Workflow 11.0

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    You can group projects and libraries for a specific customer. Project and library groups add an extra organizational level to your files, between the customer level and the project and library levels.

    You might create a group for one of your clients, and then place all of the projects for that client inside the group.

    Important: When you delete a project group or library group, all projects or libraries in that group are deleted.

    1. Perform the following actions:

    To perform this action

    Do this

    Enable project and library groups

    a. Select a customer.
    b. In the lower pane, click the customer name.
    c. In the Edit Customer Information dialog box that appears, select the Enable project/library groups for customer check box.
    d. Click Update.

    Create a project group or a library group

    a. Select the customer, and select Group > Create Group.
    b. Type the group name, and click Create.

    Move a project into a group

    a. Under Project, select a project.
    b. From the Project menu, select Move Project.
    c. In the Move Project dialog box that appears, locate the group, and click Move.

    Move a library into a group

    a. Under Library, select a library.
    b. From the Library menu, select Move Library.
    c. Locate the group, and click Move.

    Delete a project group or a library group

    a. Select the project group or library group, and select Group > Delete Group.
    b. Click Delete.

    Rename a project group or a library group

    a. Select the project group or library group, and select Group > Rename Group.
    b. Type the new name, and click Rename.

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