How to Add or Manage Document Categories

How to Add or Manage Document Categories

This article will show you how to add, edit or delete documents categories,  the different types of document categories  and then guide you through how to add, edit  or delete your document categories.

View Document Categories

Document Categories can be accessed from Documents Tab on any Listing , Contact, or Office Documents.
  1. View a listing or contact and scroll down to the Documents Tab on left.
  2. Select the Documents tab
  3. Click on the Document Category button
Office documents are accessed on the Setup page under the Cog icon in top right.


Aro software has some standard categories; however, you can add your own and make changes using the Add Document Category button and the edit pencil and delete (Trash Can) icons.
In the Document list, you may notice a few entries with identical names. This occurs because they share the same title but belong to different document types.

Document Types

  1. Listing Document - Files directly linked to a specific listing.
  2. Property Document - Documents related to the prospect property.
  3. Contact Document - Files associated with an individual contact in your database.
  4. Office Document - General documents used internally by the agency or office.

Add or Edit Document Categories

Edit an existing Document Category

  1. In the Document Categories page.
  2. Beside the Category you wish to update
  3. Click Edit icon
  4. Update the Category Name or Document Type.
  5. Click Save.

Delete an existing Document Category

  • In the Document Categories page.
  • Beside the Document Category you wish to delete.
  • Click Trash Can icon.
  • Click Yes to Confirm you want to delete this category?

    • Add a new Document Category

    1. In the Document Categories page.
    2. Click Add Document Category button.
    3. Enter the Category Name.
    4. Select the Document Type.
    5. Click Save.



    Info
    If you do not see the "Documents" tab, you either don't have permission to view or edit documents or your current Aro software subscription package does not include the document module. Please contact Aro Support for pricing.