To update, delete, or add and create document categories follow the steps below:
- Go to Administration
- Click on Global Settings box
- Under Document Categories
- To edit a category click on the pencil/edit icon next to the category name.
- To delete a category click on the red minus/delete icon next to the category name
- To add a category, enter the name of your new Category in the Add a new document category box, click the Add category button
IMPORTANT: You will not be able to delete a document category if it is currently assigned to a document.