Customers & documents
Group your document types
Bundle document types so a job or customer gets the whole set at once.
When a piece of work always needs the same three documents, a group sends them together instead of one at a time.
1. Create a group with a Name and Description.
2. Add the Document types in this group.
3. Mark a group Inactive when you stop using it rather than deleting it, so issued documents keep their context.