How to delete custom document categories.
- 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 search to locate the category you would like to delete. Click the dropdown arrow in line with the category and select Delete.
- The category will now be removed from the document categories list.
- NOTE: Custom categories can be hidden, edited, or deleted. Deleting a custom category automatically removes it from all associated uploaded documents. Standard categories can only be hidden.
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