docu tools GmbH

Manual groups allow you to organize Pins by manually selecting and adding them.

Click on the Function button <code>New Group</code>.

In the Pop-up window, manually select the Pins using checkboxes and use Filters for a faster selection.

1. Access the Group list.
2. Click on the Function button <code>New Group</code>.
3. Select the option <code>Group</code>.
4. Enter a meaningful Title for the Group.
5. Click on <code>Select Pins</code>.
6. In the Pop-up window, manually select the Pins using checkboxes and use Filters for a faster selection.
7. Click on <code>Add Selected Pins</code>.

Alternatively, you can also add Pins directly from the Pin list to a manual Group:

In the Pin list, select Pins using checkboxes.

Click on the Function button <code>Pencil</code>.

Select an existing Group or create a new Group.

1. In the Pin list, select Pins using checkboxes.
2. Click on the Function button <code>Pencil</code>.
3. Choose <code>Add Pins to Group</code>.
4. Select an existing Group or create a new Group.

Adding and Removing Pins from a Manual Group

To add more Pins, use the Function button <code>Add Pins</code>.

To Remove Pins, mark the Pins using checkboxes, Click on the <code>Pencil</code> Function button and select <code>Remove Pins from Group</code>.

1. Navigate to the Group list.
2. Open the desired Group.
3. To add more Pins, use the Function button <code>Add Pins</code>.
4. To Remove Pins, mark the Pins using checkboxes, Click on the <code>Pencil</code> Function button and select <code>Remove Pins from Group</code>.

Click on the Function button <code>...</code>.

Choose <code>Copy Group</code> and enter a new unique Title.

1. Navigate to the Group list.
2. Open the Group you want to Copy.
3. Click on the Function button <code>...</code>.
4. Choose <code>Copy Group</code> and enter a new unique Title.

Filter Groups automatically contain Pins based on selected Filters.

Select the option <code>Filter Group</code>.

1. Navigate to the Group list.
2. Click on the Function button <code>New Group</code>.
3. Select the option <code>Filter Group</code>.
4. Enter a meaningful Title.
5. Select a Filter for the Group.
6. Click on <code>Save</code>.

Pins that match the selected Filter are automatically added to the Group.

- Pins that match the selected Filter are automatically added to the Group.

<b>NOTE:</b> It is not possible to manually add or Remove Pins from a Filter Group; it is based on the Filter used during creation.

Click on the Function button <code>Edit</code>.

1. Navigate to the Group list.
2. Open the desired Filter Group.
3. Click on the Function button <code>Edit</code>.
4. Adjust the Filter as needed.
5. Click on <code>Save</code>.

The Pins in the Group will be adjusted based on the updated Filter.

- The Pins in the Group will be adjusted based on the updated Filter.

To Rename the Group, select <code>Rename</code> and update the Title.

To Deactivate a Group, select the option <code>Set Group inactive</code>.

1. Navigate to the Group list.
2. Open the desired Group.
3. Click on the Function button <code>...</code>.
4. To Rename the Group, select <code>Rename</code> and update the Title.
5. To Deactivate a Group, select the option <code>Set Group inactive</code>.

Alternatively, you can also Deactivate Groups directly from the Group list by using the designated checkboxes and the <code>Pencil</code> Function button.

Groups and Filter Groups

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Groups and Filter Groups

Manual Groups

Creating a Manual Group

Adding and Removing Pins from a Manual Group

Copy Group

Filter Groups

Creating a Filter Group

Editing the Filter of a Filter Group

Rename and Deactivate Groups