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How to Reorder Document Categories in Customer Portal Settings?

In this article, you will learn how to reorder document categories in customer portal settings.

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 'Custom Categories', Click on the Drag Button and Move It to Your Preferred Place

Scroll Down to 'Custom Categories', Click on the Drag Button and Move It to Your Preferred Place

5. This Confirmation Message Will Show

This Confirmation Message Will Show

6. You Will Now See Your New Categories Order

You Will Now See Your New Categories Order

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

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