Create a New Group For Contacts

Grouping contacts can help track where they belong. This can also help speed up the invite process as the contacts tab within Quick Sign can be filtered to show only contacts within certain groups. 

To create a group for the contacts, go to Training Manager > Contacts and then move to the "Groups" tab. 

This area will display any existing groups. To create a new group, select the "Create New Group" button at the top right. 

The group name can be given at the top left. The User can then assign contacts to this group. It is not mandatory to do this and contacts be added at a later date or assigned to the group whilst they are created. 

NOTE: The search bar can help to find specific contacts which need to be assigned to the group. There is also a "Max Items" button at the bottom right which can be used to show more contacts on one page. 

After the name has been given and any contacts assigned, to create the group, select the "Save" button at the top right.