Add Custom Document Categories

How to create custom categories for documents.

• NOTE: This can only be done by a firm administrator or those with the Manage Document Categories permission.
• Navigate to the  Icon in the top right corner of your account and select Document Categories.

• Select Add Category.
• A pop-up window will appear. 

• Enter the name of the custom document category.
• Click Save. 

• The custom category is now available to add to any case document.