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Hide Document Categories
Updated over 6 months ago

How to hide Document Categories that your firm doesn't use.

  • 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.

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  • Scroll or use the search bar to locate the document category you would like to hide.

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  • Click the dropdown arrow in line with the category and select Hide.

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

  • The category will now be hidden from the category list on the Documents Tab of the case.

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