How to delete custom document categories.

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 your account and select Document Categories.

Scroll or search to locate the category you would like to delete. Click the dropdown arrow in line with the category and select Delete.

The category will now be removed from the document categories list.

NOTE: Custom categories can be hidden, edited, or deleted. Deleting a custom category automatically removes it from all associated uploaded documents. Standard categories can only be hidden.