Information

Use this function to create a new file group for an existing file, for example when a new year begins.

Condition

The filing plan must contain at least one file that has been closed using the Public Sector > Close function.

Method

1. Select the file you want to create a new file group for.

2. On the Public Sector tab, click Create file group.

The fields in the Create file dialog box will already be filled with information from the previous file.

Result

The new file group is created.

The structure of the file group is identical to the structure of the previous file on which the file group is based.

Outlook

You can treat and fill file groups like files.