Overview

Document categories enable you to manage the settings for a number of documents in a centralized, reusable way. For example, imagine a business situation in which you have three different types of documents: expense reports, purchase orders, and invoices. All three types of documents have some characteristics in common; for one thing, they are all financial documents and contain data with values in currency. Yet each type of document has its own data requirements, its own address formats, and its own data merge rules. One solution to this business problem is to create different document categories.

<aside> 💡 Tip:

• For details about creating document categories, see Documents and cases - Document categories and types. (Permissions are needed.) </aside>

Change document category

At any time, you can easily assign the document to different document category by right-clicking the document and pointing to the Change document category option from the context menu.

<aside> ⚠️ Please note:

• The option is only available if the user has the right to create other categories of documents.
• The placement of the functionality in the context menu is indicative. </aside>

Alternatively, the same option can be found on document's Properties from.

Once the document category has been changed, Save your changes. The changes will be reflected the next time you open the Properties form.

<aside> ⚠️ Please note:

• Some document categories can be inaccessible for users due to the Permissions Documents and cases - Document categories and types set on them. </aside>

<aside> 💡 Tip:

• It is also possible (with right permissions) to change the chosen check-in metaform design in the necessary document category. Read more here: Documents and cases - Document categories and types </aside>