Document Category
You can create document categories to store documents that can be shared with employees.
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You can create document categories to store documents that can be shared with employees.
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Please go to Setup >> Category >> Document Category
To add, edit or delete the document category, please follow the instructions below:
Add: Click Button Add Document group >> Fill out all the required fields in the popup window > Click Add to finish.
Edit: Click symbol Edit >> Change the information needed > Click Update/ Cancel to finish.
Delete: Click symbol Delete > Select Agree to delete or Dismiss to cancel.