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Create Document Categories

Document categories help you organise and group related documents for easy access and retrieval

triSaaS Support avatar
Written by triSaaS Support
Updated over 9 months ago

Document categories can be useful in organising your documents.

  1. Go to Document Categories in the configuration(the cog icon in the top right-hand corner).

  2. Click on the Create Document Category button.

  3. Enter multiple document categories, each on a new line.

  4. Restrict access by roles if necessary to ensure only the appropriate users can view.

  5. Select Visible to Employees if applicable.

  6. Click Create.

When adding team documents or uploading files to an employee's profile, you can select a category to group the relevant documents.

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