Document categories can be edited to keep category names organized and up to date.
a. Access Document Categories:
- Navigate to Documents from the left-hand menu
- Click Other Documents
Existing categories will appear in the category list under the Other Documents section.
b. Edit a Category:
- Locate the category you want to update
- Hover over the category name
- Click the Edit ✏️ icon
- Update the category name
- Save your changes
c. Verify:
- Return to the Other Documents section
- Confirm that the updated category name appears in the category list
The document category has been successfully updated.
See also: