Doc. Categories

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Documents>

Access to "Document Categories" available only to Broker, Broker Assistant, Office Managers and Office Assistants

Document Categories

1. Select the "Document Library" menu link presented in your Administration Menu or select the Documents Icon in your dashboard and select "View Documents"

2. On the Documents List page, select the “Doc. Categories” tab

3. On the Doc. Categories List page you can Search through your Doc. Categories using the Search dropdown and entry boxes, sort your Doc. Categories via the column titles, Edit your Doc. Categories, and Add Doc. Categories.

4. To Add a Category:

  • Select the "Add Category" icon
  • On the "Add New Document System Category" page, enter in your Documents Name & Summary.
  • When finished, select "Save Category "

5. To View/Edit a Doc.Category: Select any Doc. Categories of your choice from your Doc. Categories list page. On the "Edit Document System Category " page you can edit your Doc.Category by:

  • Changing your Doc.Categories Name
  • Changing your Doc.Categories summary.
  • When finished, select "Update Category"


6. To Manage your Doc.Category: You can mark your Doc.Category for Deletion by selecting the "Delete" icon. "Delete" Icon display depends on Brokerage settings and user level