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How to add Document Category #627

Answered by Divwork92
adarshmadrecha asked this question in QA
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You can create document category from office configuration - document category - new

  1. For inward category, go to office configuration - document category
    click on new
    select the category type as inward,
    select color, add category name eg. inward remittance, inward invoice, etc
    click on save

  2. For outward category go to office configuration - document category
    click on new
    select the category type as outward,
    select color, add category name eg. outward invoice, etc
    click on save

  3. For document request category go to office configuration - document category
    click on new
    select the category type as request,
    select color, add category name
    click on save

**Once you have created the document…

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Answer selected by adarshmadrecha
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Category
QA
Labels
M:Document Document Module - Inward, Outward Management
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