Categories are exclusive to you:

  • Adding a custom category won’t add it for other admins.
  • Editing or deleting a pre-set category won’t edit or delete them for other admins.

 

To add a document category:

  1. On the Documents page, at the top of the left-side panel, click the ORGANIZE tab.
  2. Under Organize Documents, click EDIT CATEGORIES.
  3. Click ADD NEW.
  4. Enter the category name.
  5. Click ADD CATEGORY.

 

To edit a document category:

  1. On the Documents page, at the top of the left-side panel, click the ORGANIZE tab.
  2. Under Organize Documents, click EDIT CATEGORIES.
  3. Click EDIT next to the category you’d like to edit.
  4. Make changes in the category name field.
  5. Click SAVE CATEGORY.

 

To delete a document category:

  1. On the Documents page, at the top of the left-side panel, click the ORGANIZE tab.
  2. Under Organize Documents, click EDIT CATEGORIES.
  3. Click DELETE next to the category you’d like to delete.
  4. A confirmation window will appear. Click DELETE to confirm your choice.