Document Categories
  • 22 Oct 2021
  • 1 Minute to read
  • Contributors
  • Dark
    Light
  • PDF

Document Categories

  • Dark
    Light
  • PDF

Article summary

Manage your document categories by going to File->List Management->Document Categories

Use the drop down list to select the Type of Category. 

Example: If I select User as my 'Type' then create categories they will then only be found

when selecting User as my 'Type'.

I want to add Employee Photo and Drivers license as categories under User.  

Select Type->Click Add-> Add the category and click OK to save. 

Now, when I go to Users, the categories added are in the list and can be used to filter your documents. 

This will work in the same way for all the 'Types' you add categories to.

Click on Set Display Order to rearrange the order of your categories.