Project Document Categories Documentation

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

Accessing Project Document Categories

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

Navigating to Project Document Categories in Settings

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

• Project document category name (English and Arabic)
• Status
• Edit action button

You can:

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

Existing Project Document Categories Grid View

Adding a New Project Document Category

1. On the Project Document Categories page, click the Add New button in the top right corner
2. In the form, enter:
   • Document Category Name (English): Enter the project document category name in English
   • Document Category Name (Arabic): Enter the project document category name in Arabic
   • Active: Toggle button set to "Active" (default) or "Inactive"
3. Click Submit to create the new project document category
   
   

Adding a new Project Document Category