Skip to main content
Documentation
Documentation
Last Updated: 2026-06-12
Manage Document and Ticket Groups

Manage Document and Ticket Groups

Ensure the
Groups
 > Edit permission is enabled for your role.
You can organize and link related documents and workflows tickets in Contract Management and Document Intelligence by groups. You can:
  • Create a new group and add documents and workflow tickets to it.
  • Add documents / tickets to an existing group or to multiple groups.
  • Define parent-child hierarchical relationships between documents and tickets.
Groups help you:
  • Find documents and tickets more easily by organizing them into logical structures.
  • Assign projects more effectively by linking related documents such as agreements, amendments, MSAs, and supporting documents.
  • Streamline workflows for project management and tracking.
  1. Click
    Documents
     > Groups, or
    Workflow
     > Groups.
  2. Click
    New Group
    , or select an existing group to add documents to it.
  3. Click
    Add Items
    .
  4. Search for and select 1 or more documents or tickets..
  5. Click
    Next: Link
    .
  6. (Optional) Choose a
    Parent Node
     from the dropdown to establish a hierarchy, then click
    Add Items
    .
    As needed, drag and drop items to establish parent/child relationships.
Within the group, you can navigate to individual documents and click
Details
 to find all the groups to which the document or ticket belongs.
To remove an item, select it and choose
Unlink
 to remove it from that group only, or
Remove from group
. Removing a parent item will not affect its children, which remain in the group to maintain context.