Class Groups

You can create class groups to combine document classes into categories. This makes it easier to select a class when you create documents. You can create class groups for the document object type only.

To create a class group:

  1. Open M-Files Admin.
  2. In the left-side tree view, expand a connection to M-Files server.
  3. Expand Document Vaults.
  4. Expand a vault.
  5. Expand Metadata Structure (Hierarchical View).
  6. Right-click Document and select New Class Group.
  7. In Name, enter a name for the group.
    Example:The name can be, for example, 4. Meetings for a class group that contains classes for documents related to meetings, such as Memo, Meeting Notice, or Agenda. Class groups are shown in the class selection drop-down menu in alphabetical order. You can use numbers at the start of the group names to change the order of the list.
  8. Click Add to add a class to the new group.
  9. Optional: To create a class and add it to the class group, click New Class.
    For instructions, see Creating a New Class.
  10. Select the classes that you want to add to the new class group and then click Add.
    You can select more than one item at once. Hold down the Ctrl key to select multiple individual items or hold down the ⇧ Shift key to select adjacent items on the list.
  11. Optional: In Members, you can select a class and click the or the button to rearrange the classes.
    The ordering changes the order in which the classes are shown in the class selection drop-down menu.
  12. Optional: In Members, select a class and click Edit to change its properties.
    For more information on class properties, see New Class.
  13. Optional: To remove a class from the class group, in the Members list, select the group to be removed and click Remove.
    This only removes the class from the class group. It does not delete the class.
  14. Optional: Select one or more classes and click Add properties to add one or more properties to the selected classes.
    To change the order of the added properties, you must edit each class separately.
  15. Optional: Open the Permissions tab to specify the users who may see the new class group.
    For instructions, see Editing Permissions.
  16. Click OK to create the class group.