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Discovery Framework and Assessments
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            Set Up Document Categories

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            Set Up Document Categories

            Define document categories to organize document checklist items into logical groups. For example, create the categories Identity Proof, Address Proof, and SSN.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create document categories: View permissions information.
            1. From Setup, in the Quick Find box, enter Document Category, then select Document Category.
            2. Click New Document Category.
            3. Enter a label and an API name.
            4. To add another document category, click Save & New or to finish, click Save.
              Create a document category
             
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