It is possible to categorize contracts according to your own categories. This enables a good structure of the contracts you have uploaded to Boardeaser. In this article, you will see how to create, delete and edit categories.
Start by going to "Documents" and "Contracts" in the left menu. Then click on the icon with three dots and select "Categories".
Here you can add a category or subcategory and delete existing categories. To delete a category, click on the red delete button next to the relevant category.
When adding a category type, fill in the title and then click "Create Category type".
The same applies when you want to add a category to your category type.
When deleting a category that has multiple subcategories, you also delete all subcategories.