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How do I create Document Management categories?

This article provides a guide on how to create a list of categories for use in the Document Management module

Please Note: Your profile must have the below Admin Role permissions: 

- Company Settings Administrator

- Global Lists Manager

Firstly, you will need to login to your Notify account, you can do this here


1. Create a Global List of Categories for Document Management

Click here to learn how to build a Global List 

Please Note: The list shouldn't include sub-items. 

2. Select My Company Settings

3. Click Edit 

4. Under Document Management Settings, switch on Enable Document Categorisation

5. Select the Global List you have created under Supporting Global List

6. Click Save

Once saved, you will then be able to select a category when uploading a Document into the Document Management Module.