The Document Groups section will allow you to associate documents with your firm's various internal departments (e.g. Operations, Finance, Legal, Marketing, etc.). The Document Library can be sorted by Document Group, so that all of the documents pertaining to one specific department can be found in one place.
1. Navigate to "Firm Settings" > "Documents" > "Document Groups"
2. Add new Document Group tags by clicking on the "+" sign on the right side of the page.
3. Type in the tags that need to be created, and click "Save".
4. These Document Group tags can be used to organize the document library. Click on "Diligence" > "Documents". Use the Document Groups search box to locate all documents with a specific tag. You can also use the "v" icon to sort the entire library by Document Group.
