Firm > Setup > Manage Firm Document Category


Use this page to create Firm categories for Association documents. These document categories can be used in the Workflow > Document tab and attach letters from the Association Documents during the processing. 



Document categories are helpful to organize and provide ready access to important Association documents. 


Step 1. Navigate to Firm > Manage Firm Document Category.


Step 2. Select Add Item from the Page Actions drop down menu.


Step 3. Complete the Firm Document Category window. 


  • Title - Enter a Title for the Category.


  • Firm Portal Folder - Select the Portal Folder to hold this category of documents on the community portal. CLICK HERE for more information about Portal Folders. 


  • Show in Resale - Check this box if this category is part of the Resale package.


  • Num - Enter a number for the category to create a sort order. 


Step 4. Click the Save button to finalize, or the Save Add button to add additional categories.