1110 Creating document categories and types

The Document Categories dialog box is used to define document categories and types that classify documents stored in in the document repository.

To create document categories and types: 

    1. Select Utilities > Company Defaults > Document Categories/Types.
    2. Click Add (or select an existing category and click Edit)
    3. Enter a Category Name (for example, Income).
    4. Click Add.
    5. Enter a document type associated with the category (for example, W2, Tax Return, or Pay Stub) and click OK.
    6. Click Add again to create more Document Types for this category.
    7. When finished adding Document Types, click OK twice to return to Point.