Document Template Categories
Required Permission
Add/Edit Templates - You must have the Add/Edit Templates permission to access this setting.
Organize document templates into categories.
Overview
Document Template Categories help organize your document templates into logical groups, making it easier to find and use the right template.
Accessing This Setting
- Go to Settings > Templates & Forms > Document Template Categories
Configuration Options
Creating Categories
- Category Name - Name of the category
- Description - Category purpose
- Order - Display order in lists
- Active Status - Enable or disable categories
Common Categories
- Sales Documents
- Contract Documents
- Design Documents
- Production Documents
- Warranty & Completion
- Client Communications
Using Categories
Categories are used for:
- Organizing templates in the template list
- Filtering templates when generating documents
- Grouping templates by department or purpose