Document Categories
Overview
All documents that are generated, uploaded, or submitted as attachments on forms are assigned a document category. Document categories classify documents based on their purpose or context.
Searching Document Categories
To view all available document categories, navigate to Admin > Lookups > Document Categories.
Adding or Editing a Document Category
On the Document Categories page, click the Add Document Category button to add a new category or click on an existing category to edit it.
Some categories are required by the system and cannot be edited.
The following fields appear on the Add Document Category and Edit Document Category pages.
Field | Description | Notes |
|---|---|---|
Document Category Name | The name of the document category. |
|
Document Category Description | A description of the document category. | Data entered in this field is for informational purposes only. |
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) | The program area(s) to which the document category applies. | Selecting one or more program areas limits the availability of the document category to those areas. If no selection is made, the document category is available to all program areas, and the field displays “(Cross-Program).” |
Add Watermark to PDF Download of Documents in this Category | The option to add a watermark to the lower-right corner of documents in this category when downloaded. | The watermark is only added to documents in a Final status. The watermark text is configured by a system administrator in the For documents related to a permit, the watermark also includes the permit number, issue date, and expiration date if the permit is in an Active status. |
Saving Changes
To save changes, click the Save button. A message will display confirming the save. To cancel saving or return to the list after saving, click the Cancel button.
Activating or Deactivating a Document Category
The current status of the document category is shown in the right side panel. Use the Inactive | Active toggle to activate or deactivate the document category.