How to Change the Category of a Document

Each document on the transaction can be categorized for your party.

How to Change the Category of a Document 3.21

1. Once in the transaction,  find the document that you'd like to change the category for. 

Note:  Documents are categorized based on how they are uploaded originally.  For example, if a document is uploaded while a buyer's agent is making an offer, it gets a category of 'Offer'.  If the other party shares a document with you, it will be categorized as 'Other' so that you can categorize it however you'd like. 

 

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2.  Select 'Change Category' from the menu on that particular document. 

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3. Select from existing categories in the list, or type a new label in the field and select "Create New".  Then Save. 

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4.  Your document should now be shown in it's new category!  

You can edit the category name an any time by selecting the pencil to the right of the category name. 

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