How do I create a document category for shared department documents?

Create a category for documents that all employees in a specific department or higher organizational level can access.

This article is intended for system administrators and document administrators.

Create a document category for shared department documents

1. Go to Administration > Fixed Registers > Document Categories
2. Click the + icon at the top
3. Name the category and select Units

Upload a shared document to the department

1. Go to Department > Documents
2. Click the circular + icon to upload the document
3. Select the document category you created

Important

Categories marked with Units are available at the department level. Documents uploaded there are visible and available to all employees in the relevant department.