Document template categories

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Document template categories help you to categorize similar documents together. It makes finding the correct document template easier.

    For example, you can have multiple employee verification letters depending on if the employee is full-time, part time, or contingent. You can create a document category and have those document templates stored in that category.

    You can create a document category by navigating to Document Templates > Document Template Categories. After creating a document template category, you can add document templates to that category.
    Important:
    Document categories and document templates appear based on your user criteria.