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Group similar files with file groups
Group similar files with file groups

Learn more about file group management.

Matthew Garrepy avatar
Written by Matthew Garrepy
Updated over a week ago

Overview

File Groups are a resource for managing and displaying groups of related files (images, documents, etc) on a Web page. Users can leverage file groups to categorize and display files based on certain criteria or similarity. Administrators commonly leverage File Groups to display a document list with set permissions that grant users access to files in the File Group. Authorized users can add or edit files in the File Group without accessing the web page directly. 

A file group can be used to: 

  • Display a list of files of a file group and their content on the front-end of a website.

  • Create an internal document repository where users can upload and share an array of file types grouped by type, category, relevance, date, etc.

Step 1 – Add Group

  • Click Websites located under the Workspace section of the menu.

  • Open the website that will house the files.

  • Expand the web files folder, then expand the contents folder.

  • Open the resources folder.

  • Click Add Group to bring up the Add Group window.

  • Enter the Name, Title, and Description of the File Group.

  • Click Submit.


Step 2 – Modifying a File Group

  • Expand the web files -> content -> resources folder. 

  • Click on the marketing-docs file group to open it. 

  • Click Modify to bring up the window the Modify marketing-docs window.

  • Enter the desired changes for the Name, Title, and Description.

  • Once the desired changes are made, click Submit.


Step 3 – Delete A File Group

  • Expand the web files -> content -> resources folder

  • Click the check mark next to marketing docs file group. 

  • Click Delete to bring up the Delete marketing-docs window.

  • Review the warning and click Submit.

Step 4 – Adding a File Group Entry

  • Expand the web files -> content -> resources folder. 

  • Click on the marketing-docs file group to open it. 

  • Click the Add Entry.  

  • From the add entry window, expand the appropriate directory and select a file from the workspace by clicking the checkbox.

  • Select a date for publication.

  • Select a date for removal.

  • Click Submit.

  • The file(s) selected will populate in the file group.

Step 5 – Deleting a File Group Entry

  • Expand the web files -> content -> resources folder. 

  • Click on the marketing-docs file group to open it. 

  • Click the appropriate checkbox to select the entry for removal. 

  • Click the Delete button.

  • Review the warning in the delete window and click Submit.

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