Document Categories

The Document Categories for use to create a group of a document, To create category go to Main Menu > Documents > Setting > Document Categories

• Click New Document Category

• The form will appear on display.

•  Input details the data

• Category Name : Input The name of Category

• Parent Category : Select the Parent ( Incase this category is sub-category)

• Document Code : Input Code of Document

• Description : Input the description of category

• Expire After  : The expiry date of category

• All documents under category will have expiry date as category

• Filename Format : Input the format name.

• An example : %(contact_code)s%(d)s%(m)s%(y)s )

• Click Save to add the data

How to setting The Document Category in the Document Item

• Go to Documents >  Document, create new document or find your order and open.
• Select the category on the right of the form