1. Clients
  2. Client Options

Document Categories

How to open the Document Categories List

Document categories allow you to organize your documents into categories to make them easier to find and identify. 

To open the Document Categories List, hover over Clients on the menu bar, hover over Client Options and click on the Document Categories List. You can add, edit, or delete document categories from this list.

Client > Client Options > Document Categories List

Document categories are selected when uploading documents to a client's record or treatment. The business will need to link a DropBox or Google Drive account to be able to upload documents.

document category list

You can see the categories listed under the Documents (Docs) tab of the client's treatment screen.

document category on treatment screen-1