How do I change the category of a document?

Change the category of a document stored in an employee’s document folder.

You can change the category if a document was uploaded to the wrong document category.

Change the document category

1. Open Documents on the employee’s profile.
2. Find the document you want to change.
3. Click the action button (⋮) to the right of the document.
4. Select Edit.
5. Select the required document category.
6. Save the change.

Note

You cannot move a document saved in the Manager document category to another document category. If the document was uploaded to the wrong category, delete it from Manager document and upload it again in the correct document category.