1Click on Documents ->  Manage Configuration -> Document Categories on the left-hand side

menu of the screen.

2.All the Document Categories in the system are shown on the Document Categories page.

3.The Search field accepts text which will be used for a case insensitive partial match against the

following columns values:

a.Detail

b.Code.

4.Type in text in the search bar, click “Enter” or the magnifying glass.

5.The list filters to text searched for.

6.The “Advanced Filters” can be expanded when required by selecting the down arrow at the right of

the field. The options are:

a.Entity Type e.g. application, licence, party, vehicle etc.

b.Include Inactive.

7.Click “Enter” or the magnifying glass.

8.The document categories will be shown after the list filters to the selected criteria.

9.Click on the edit symbol under the “Actions” column to edit the Document Category.

Create a document category

1.Click on Documents ->  Manage Configuration -> Document Categories on the left-hand side

menu of the screen.

2.“Document Categories” search page is shown, click on the “New Document Category” button in

the top right corner.

3.The “New Document Category” page is shown.

4.Add the mandatory attributes as required.

5.Document Types are Entity Types and multiple may be selected.

6.Category Allowed File Types allows restriction to the format of the document uploaded e.g.

Microsoft Word, Portable Network Graphics, Microsoft Excel, JPEG Images etc.