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Document categories

How to manage categories for your documents.

Oliver Cook avatar
Written by Oliver Cook
Updated over 2 weeks ago

Document categories in Sage HR are there to help you categorise your documents.

By default, there are three categories already set up:

  • Company files

  • Onboarding

  • Offboarding

If you need to, you can create additional document categories, as well as edit your existing ones.

📎NOTE: The mobile app can only list a maximum of 100 documents per document category. We recommend creating and using new categories to keep the documents under this limit.

If you access the Sage HR web portal, there's no limit on the number of documents you can access in a category. However, the list of documents will be divided into separate pages within the category, with a maximum of 25 documents per page.

To access your document categories:

  1. As an admin user, click your name in the top right-hand corner, then click Settings.

  2. On the General settings menu, click Employee data.

  3. Click Documents.

Here you can see a list of default document categories.


Add a new document category

  1. In the Title, enter the name.

  2. Click Add.

This new category is now an option to choose from when you upload a document.


Edit a document category

  1. Click the pencil icon next to the category.

  2. Make your changes, then click Save.


Delete a document category

  1. Click the trash can icon next to the category.

    📎NOTE: There is no delete option for the default categories. You can edit these, but you can't delete them.

  2. Click OK to confirm the deletion.

⚠CAUTION: This action is permanent.


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