How to add Document Category #627
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You can create document category from office configuration - document category - new
**Once you have created the document category, you will be able ti view in a drop down under document module |
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You can create document category from office configuration - document category - new
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
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
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…