Hide Document Categories

How to hide Document Categories that your firm doesn't use. 

• 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.

• Scroll or use the search bar to locate the document category you would like to hide. 

• Click the dropdown arrow in line with the category and select Hide.

• NOTE: Custom categories can be hidden, edited, or deleted. Standard categories can only be hidden. 
• The category will now be hidden from the category list on the Documents Tab of the case.