Edit Custom Document Categories

How to customize CASEpeer 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 the account and select Document Categories.

• Scroll or search to locate the category you would like to edit.
• Click the dropdown arrow in line with the category and select Edit. 

• A pop-up window will appear.
• Edit the category name and select Save. 

• The category name will reflect the changes saved. 
• NOTE: Custom categories can be hidden, edited, or deleted. Standard categories can only be hidden.