Document categories help organize the shared vault — clients and advisors pick a category when uploading. You manage the global category list from the admin console. This guide covers it.
💡 Tip — Who can use this For platform admins, under Document Categories.
Quick reference
| Step | Action |
|---|---|
| 1 | Add, rename, reorder, or delete categories |
Step 1 — Manage categories
Go to Document Categories. You can:
- Add a new category (name and sort order).
- Rename a category inline (on-blur saves).
- Reorder by adjusting sort order.
- Delete a category (with confirmation).
Categories apply globally to both client and advisory document uploads.
📝 Note — Deleting doesn't remove documents Deleting a category removes it from the picker for future uploads, but existing documents that used it keep their data. Still, avoid deleting categories in active use to prevent confusion.
💡 Tip — Keep the list short and clear A handful of clear categories (e.g. Financials, Contracts, Reports, Notes) is more useful than a long, overlapping list. Users are more likely to categorize correctly when the options are obvious.