The Document Categories Mini Directory categorizes the documents in the Documents Tab of a Case or Provider. Documents can be sorted and searched by Category in Browse Documents and the Documents Tab.
NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed.
To add a new Document Category, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Category field of the new entry to enter edit mode. Category is a required and unique field. Up to 35 characters can be entered in the Category field. New Document Categories are Active by default.
To delete a Document Category, click the delete icon to the far right of the entry.
Click the Yes button to delete the item if it is not in use. If it is being used, the item will be marked inactive.
Click the No button to abort the deletion.
Click the Save button to keep your changes.
