After you add a trackable document category, you can amend this at any time, such as change its name and add more document types to it.

We show you how an admin user can do this in the steps below.

  1. Click your name in the top right-hand corner, then click Settings.

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

  3. Click Trackable documents.

  4. On the relevant category click Edit.



    A pop-up window appears.


  5. You can amend the document category name and Document type. If required you can even add additional document types to this category too.

    To add more than one type, click Add another document type.



  6. Click Continue.

  7. Click Save.


Return to Set up trackable documents



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