Document Categories

You can assign documents to different categories to allow for easy sorting. This is handy if you have a large number of documents for a particular client or Opportunity.  

Assigning documents to a category

1. 1. Open an Opportunity and People record in the CRM tab.

   2. Select Attachments from the left hand panel.

   3. Category tick boxes will display above the list of attachments. Tick a check box to display the documents in this category. 

   

   4. Double click on the attachment you want to assign to a category.

   5. Click on Document Contents >> Edit

   6. Tick the appropriate category check box. Click Save.

    

   Customising the categories

   1. You need Admin level access to customise the checkboxes.

   2. In the Admin tab, select CRM Settings in the left hand panel.

   3. Click List Editor and select DocumentContents from the list. 

   

   4. Click the green plus symbol to add a new category check box. 

   5. Click OK.