How do I create a file category?

Modified on Tue, 3 Sep at 12:28 PM

A file category serves as a convenient method to group analogous files, enhancing the searchability of your documents. This guide will walk you through the steps to create a file category.

Video:

Steps:

1. Log in to your Policy Passport profile

2. Click "Admin"

3. Click "Files"

4. Click "Categories"

5. Click "+ Create New Category"

6. Provide a name for your category

7. Click "Create Category"

If want to add a category to a file, please refer to the help article: How do I create a new file?