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How to Create a Custom Document Category?

In this article, you will learn how to create a custom document category.

Written by David Arteaga

​1. Click on 'Settings'

Click on 'Settings'

2. Click on 'Company Settings'

Click on 'Company Settings'

3. Click on 'Customer Portal'

Click on 'Customer Portal'

4. Scroll Down to Categories and Click on 'Add Category'

Scroll Down to Categories and Click on 'Add Category'

5. Give the Category a Title

Give the Category a Title

6. Select a Color

Select a Color

7. Select an Icon

Select an Icon

8. Click on 'Save Category'

Click on 'Save Category'

9. See Your New Custom Category Appearing

See Your New Custom Category Appearing

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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