How-to change or add Document Categories

Step 1: Navigate to Document Categories

1. Click into Administration
2. Go to setup and security and select Security settings
3. Click into document categories

Step 2: Add New Categories

1. Select Add New and name your category
2. If you would like this category to be linked to attachments in a form, select the ‘Enable for Form Builder’ box
3. Finally decide which security roles can Read, Insert, Update and Delete documents from this category. You will see options for line managers relating to their own documents (own files) and those they manage (Subordinate’s files)

   Read	View existing documents, but can’t change them
   Insert	Create or add a new document
   Update	Edit documents that already exist
   Delete	Remove an existing document

4. If you need to delete a category click into it and press the Delete button. If this category has files attached to it a warning message will appear asking you to delete the items in the category first.