Document Categories are used to organize documents on the Documents page. A single document can belong to multiple categories, allowing flexible organization without duplicating files. For an overview of the feature, see [Documents Overview](./Documents%20Overview.md). ## Prerequisites - You must be part of a [[User Groups Overview|User Group]] that has access to manage documents in your condominium. ## Where Categories Are Managed Custom document categories are created and managed in: ``` Administration > Global Settings > Documents tab ``` ## Creating a New Document Category 1. Navigate to **Administration**. 2. Open **Global Settings**. 3. Select the **Documents** tab. 4. Add a new category by clicking the **Create** button in the **Document categories** section. 5. Enter the **Document category** name 6. Click the **Add** button. The new category is now available when [creating](Create%20a%20Document.md) or [updating](Update%20a%20Document.md) documents. ## Using Categories Once created, categories can be: - **Assigned to documents** when uploading or editing — multiple categories can be assigned to a single document. - **Used as filters** on the Documents page to show only documents within a specific category. - **Searched** by typing the category name in the categories selector while creating or editing a document. ## Tips - Plan your category structure in advance to keep documents easy to find for all User Groups. - Because documents support multiple categories, you do not need to create overly granular folders — instead, use overlapping categories (e.g., "Minutes" and "Board Meetings"). - Renaming or removing a category may affect how documents are filtered on the Documents page.