Categories

Categories are used to associate documents with one or more categories that they apply to. Categories are typically associated with specific providers, so that any policies, procedures, or email templates relevant for specific providers can be tagged, but they can be configured and used in any way that fits your library's needs. Categories are assigned to documents on the Documents tab (for more information, see Editing a document file's details).

For more information about managing Categories for the Management module, see the following topics: