Filing Group

Administrators can set up a filing group so that the attributes of a child unit will roll up to a parent unit. Parent units have automation settings; child units do not. A child unit uses the automation settings and attributes as those of the parent unit; therefore, a child unit has the same automation settings and attributes as those of the parent unit.

The unit can remain a parent unit, or it can be designated as a child of another parent unit.
Once a unit is designated as a parent unit, it cannot be deactivated.
Filing group reports show the results of the relationship with other units.