Document Categories Documentation

Document Categories Document Categories are used to manage document category data throughout the system for selecting categories while adding documents in the case module from the documents tab. These categories help standardize and organize the various types of documents that can be attached to cases systematically across the platform.

Accessing Document Categories

1. Navigate to the Settings section by clicking the settings icon in the header bar on the left side.
2. Under the Cases section, click on Document Categories

Navigating to Document Categories in Settings

Managing Existing Document Categories The Document Categories page displays all document categories in a table with:

• Document category name (English and Arabic)
• Document type
• Status
• Edit action button

You can:

• Add new document categories by clicking the Add New button in the top right corner
• Search across all columns to find specific document categories
• Edit a document category by clicking the edit button in the action column
• Change status by editing and updating the active toggle

Existing Document Categories Grid View

Adding a New Document Category

1. On the Document Categories page, click the Add New button in the top right corner
2. In the form, enter:
   • Category (English): Enter the document category name in English
   • Category (Arabic): Enter the document category name in Arabic
   • Type Of Task: Select "Case" from the dropdown using single selection
   • Active: Toggle button set to "Active" (default) or "Inactive"
3. Click Save to create the new document category

Adding a new Document Category