Sage Intacct Paperless administrators can define document categories to group document types together. These categories are used by the Search function to organize document types.
Individual users can build their own personal document categories in the Categories tab (in User Settings). Once built, these personal user categories will display at the top of the public lists.
1.Click Categories.
The following page displays:
Adding User-Defined Document Categories
1.In the Categories header, click 
.
The Category Properties page displays with the General tab active:
2.In the Category Name field, type a unique name for the new document category (for example Project Management).
3.In the Subcategory Of field, use the dropdown to identify in what new user-defined document category those assigned documents will be located.
None is the default.
4.Click 
.
5.Click the DOCUMENT TYPES tab.
The following grid displays:
6.Click 
.
The following dialog box displays:
7.Check the document types you want to include in the user-defined document category.
8.Click 
.