Document Category

You can create document categories to store documents that can be shared with employees.

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.

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