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            Associate a Document Type with a Document Category

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            Associate a Document Type with a Document Category

            Use the Document Category Document Type junction object to link a document type to a document category. For example, associate the document types Driving License and SSN with the Identity Proof document category.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To associate a document type with a document category: View permissions information.
            1. From Setup, in the Quick Find box, enter Document Category Document Type, then select Document Category Document Type.
            2. Click New Document Category Document Type.
            3. Enter a label and an API name.
            4. Select a document category.
            5. Select a document type to associate with the document category.
              You can associate a document type with more than one document category.
            6. To associate another document type with the same or a different document category, click Save & New or to finish, click Save.
              Associate a document type with a document category
             
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