Creating a Document Category

  1. In the left pane, select Manage and Configuration.

  2. Select .

  3. Select .

  4. Enter a name for the document category and select Confirm.

    Note:
    • Entering a name is required.

    • Each document category name must be unique.

    • The name cannot have than 100 characters.

Note: Document categories are available when adding a custom data item for CASH Workflow data entity types (Product, Customer, Collateral). See the example below: