Document Categories
Categories group documents in Admin and (optionally) in the customer “My Documents” list.
Creating Categories
Admin:
Customers > Customer Documents > All Document Categories
- Click "Add Category"
- Enter the category name
- Save
Category Settings
| Setting | Description |
|---|---|
| Name | Category display name |
Default Categories
There are no mandatory default categories. Create the ones you need, e.g.:
| Category | Purpose |
|---|---|
| Invoices | Invoice PDFs |
| Contracts | Contracts / NDAs |
| Certificates | Certificates / compliance |
| Manuals | Manuals and guides |
| General | Miscellaneous |
Display In “My Documents”
Enable Show Documents per Category (customerdocuments/general/show_documents_per_category) to group the customer list by category.