How to configure document groups

A document group is a way to organise and categorise documents that you may send to your vendors as part of an RFQ. When a vendor receives an RFQ, they will be able to view the grouping of documents and download them as folders or individually.

Add a new document group

To add a new document group:

1. Navigate to Settings > RFQ Settings from your Felix dashboard
2. Locate the Manage Document Groups section
3. Click the Add Group button in the top right of the section
4. Enter a name for the document group in the field provided
5. Click the Save button

Change document group availability

To change a document group's availability:

1. Navigate to Settings > RFQ Settings from your Felix dashboard
2. Locate the Manage Document Groups section
3. Drag and drop the document group from one section to another

Tip:  You can learn more about document group availability types in our guide; Understanding availability types.

Delete a document group

To delete a document group:

1. Navigate to Settings > RFQ Settings from your Felix dashboard
2. Locate the Manage Document Groups section
3. Drag the group you wish to delete into the Unselected section
4. Click the ‌ delete icon that appears next to the name of the group
5. Click the Yes button to confirm the deletion

Warning:  System document groups may not be deleted by users. Document groups which are actively in use by live RFQs also cannot be deleted to prevent the loss of data.

Allow users to create document groups

To allow users to create new document groups during RFQ creation:

1. Navigate to Settings > RFQ Settings from your Felix dashboard
2. Locate the Other Settings section
3. Check the box beside Allow users to create their own document groups during RFQ creation
4. Click the Update button

Tip:  When a new document group is created by a user during RFQ creation, it will be classified as an Unselected availability type.