#Create Groups in Batch

You can also create groups in batches to manage users of these groups uniformly in Microsoft 365. To do this, you must download a CSV template from DocAve, add the groups’ information to the CSV file, import the CSV file back into DocAve, and configure other related settings.

Click Create under the Management tab and select Create Groups in Batch. The Create Groups in Batch interface appears:

1. To prepare a CSV file with the groups’ information, complete the steps below:

   1. Click Download CSV Template on the ribbon or click the download link in the Import Groups field. The Download Template window appears.

   2. Configure the export settings in the Download Template window, and click OK to download a zipped folder containing the CSV template.

   3. Extract the downloaded zipped folder, and open the CSV template to configure the groups’ information.

   4. Save this CSV file.

2. To import the configured CSV file, click Browse in the Import Groups field and select the CSV file to import.

3. Configure the following settings in the Create Groups in Batch interface:

   • Members – Enter members in the text box or select a user set to add the members to these groups. If there are no existing user sets, click New User Set to create one. After selecting a user set, you can click the View link to view or edit this user set. For more information on user sets, refer to Create and Manage User Sets.

   • Owners – Enter owners in the text box or select a user set to add owners to these groups. If there are no existing user sets, click New User Set to create one. After selecting a user set, you can click the View link to view or edit this user set.

4. Click Save to run a job to create these groups.

To view the job progress and details, go to Job Monitor. If the job is in a Failed or Finished with Exception status, you can select the checkbox next to the Job ID and click Start on the ribbon to rerun this job.