Document Categories
- Will Rensmith
Overview
All documents that are generated, uploaded, or submitted as attachments on forms are assigned a document category. Document categories provide means of classifying documents based on their purpose or context. Some document categories are system-required and are not editable.
Managing Document Categories
To manage document categories, navigate to Admin > Lookups > Document Categories. The Document Categories List screen displays all available document categories.
Adding or Editing a Document Category
From the Document Categories List page, either click the Add Document Category button or click Open to view/edit an existing Document Category. The Edit Document Category page opens:
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The following fields are displayed on the Edit Document Category page:
Field | Description |
|---|---|
Document Category Name | The name of the document category |
The Document Category Description | A description of the document category. This field is not used. |
Functional Area | The functional area to which the document category relates. Each document category can only be assigned to one functional area. |
Program Area(s) | Limits the availability of a document category to one or more program areas. If left blank, the document category is available to all program areas (cross-program). |
Add Watermark to PDF Download of Documents in this Category | If checked, a watermark is added to the lower right corner of document’s with this category upon being downloaded, but only if the document is in a Final status. The watermark text consists of the text configured in the |
Saving Changes
To save changes, click the Save button. To cancel any changes, click the Cancel button.
Inactivating or Activating a Document Category
The Status field displays in the right side panel. The Inactive | Active toggle control activates or inactivates the document category.Â
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