Tip Tuesday: How-to Create a Document Category

nishant.shah

Here's a quick way to create Document Categories to ensure that all of your uploaded documents are organized and easy to find!

1. Click on the My Company option located in the drop-down menu below your name on the top right-hand side of the page.
   
   
2. While on the My Company page, select the Documents tile.
   
   
   
3. Next, select the Categories option next to the All Documents option.
   
   
4. Once you're in the Document Categories page, click on the Add Category button on the top right of your screen.
   
   
5. After clicking this button, a pop-up will appear and you will be able to name the new category you wish to create. Simply type in your desired category name and click Submit!
   
   
   
6. A notification will then appear letting you know that your document category has been created and you will be able to see the category in your Document Category table.
   
   
   
7. All that's left to do is start adding documents to your new category!