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Categories Onboarding/Setup
Created by Chloe Court
Created on Sep 10, 2025

Document Categories - Custom Per Account

What is your challenge?

Our customers would like to be able to add their own document categories to their account and control them via the admin section. For example, if they upload a plot document, it could be categorised as anything they want rather than the standard categories.

How does this impact you?

Provides better customisation in our customers' accounts.

Please describe your idea

Add/remove document categories in the Admin bar, similar to the defect/repair categories.

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