Creating Document Categories

Create document categories to organize documents. Each category serves as a folder for easy retrieval of the document.

To create document categories:

Click Administration.
On the Administration navigation bar, click Enterprise Data.
On the Enterprise Data page, expand Documents and click Document Categories.
On the Document Categories page:
1. Click Add.
2. In the Name field, enter a name.
3. Click Save.

Tip

To change a name of a category, double-click the selected name and enter a new name. If you change a document category's name, the change is applied to all document assignments.
To change the order in which a document category is displayed, select it, then click Row Actions and select Move Up or Move Down.

Related Topics

About Document Categories and Statuses

Creating Document Statuses

Document Categories Page

Last Published Monday, October 13, 2025