NOTE: This can only be done by a firm administrator or those with the Manage Document Categories permission.

Navigate to the Icon in the top right corner of the account and select Document Categories.

Scroll or search to locate the category you would like to edit.

Click the dropdown arrow in line with the category and select Edit.

A pop-up window will appear.

Edit the category name and select Save.

The category name will reflect the changes saved.

NOTE: Custom categories can be hidden, edited, or deleted. Standard categories can only be hidden.