This article outlines how to create, edit, copy and hide document categories.
This article contains the following Topics
Create a Document Category
To create a Document Category:
1. Navigate to Administration > Documents > Document Categories.
2. Click Add Category.
3. Configure the sections below in your category.
Title: The title of your category.
Description: Description of your category.
Show as individual profile section: Enable this if you require all forms assigned this category to display under a separate section on the users profile. This will appear under the default documents section.
4. Click Save.
5. Your category will now be available for selection within the category field when creating a form or form template.
Edit a Document Category
To Edit a Document Category:
1. Navigate to Administration > Documents > Document Categories.
2. Search for your Category.
3. Click the Actions dropdown and select Edit.
4. Make any required changes to the category and click Save.
Copy a Document Category
To Copy a Document Category:
1. Navigate to Administration > Documents > Document Categories.
2. Search for your Category.
3. Click the Actions dropdown and select Copy.
4. Confirm by clicking OK.
5. The copy of the category will open and allow you to make changes.
6. Click Save.
Hide a Document Category
To Hide a Document Category:
1. Navigate to Administration > Documents > Document Categories.
2. Search for your Category.
3. Click the Actions dropdown and select Hide.
4. Confirm by clicking OK.
⚠️ | Hidden categories will not be selectable when creating a form. If Show as individual profile section is enabled then this section will disappear from the users profile and the form assignment will not be visible. These form assignments will still be accessible to the user under the Documents section in the left navigation bar. |