Document Categories

Categories give documents a stable business structure such as Contracts, Certificates, Invoices or Product Manuals.

Manage them under Customers > Customer Documents > All Document Categories, then select a category in the document form.

Enable Show Documents per Category if My Documents should display grouped sections. Without that setting, the category can still appear as a column and search field when those options are enabled.

Choose category names customers already understand and avoid near-duplicates such as “Certificate” and “Certificates”. Before deleting a category, review the documents that use it and move them to the intended replacement.