Account > Document Categories (Used in Workspaces module only) Modify | Delete "Document Categories" is an optional feature which allows you to classify or organize your documents by creating category bins. For example, documents could be classified as "public," "private," "sensitive," and "confidential." Categories differ from document types in that the latter generally refer to the program or technology used to create a document, such as an image file, text file, Word document, and so on. To create a new document category: 1. Click on the Account tab. 2. Click on the "Create..." drop-down menu and select "document category." 3. Enter a name for the category (mandatory); enter notes if desired. 4. Click on "Save." To modify an existing document category: 1. Click on the Account tab. 2. Click on the "document category" link. 3. Click on the name of the relevant document category in the list. 4. Make your changes in the "Edit - [Name of document category]" dialog. 5. Click on "Save." To delete a document category: 1. Click on Account tab. 2. Click on the "document categories" link. 3. Click on the name of the relevant document category in the list. 4. Click on the "Delete" button in the "Edit - [Name of document category]" dialog. Note: You cannot delete a document category associated with any documents; you must delete or reassign the document first.