Creating Custom Document Categories

Document categories help you organize and filter documents on the Manage Documents page and on the Company Documents home page tile.

By default, most documents are automatically assigned to a predefined category. If you want to categorize documents differently, you can create a custom document category.

A document category is always associated with a specific entity in the SAP SuccessFactors HCM solution, defining the application or business process to which it belongs.

To create a new category, use the following steps:

1. From the Action search go to Manage Documents.
2. Choose the filter icon and then select Advanced Filters.
3. To open a list of all existing document categories, select Manage Document Categories.
4. Choose the add icon to create a new custom category.
5. Enter the required information.

   Field	Description
   Entity Type	Select the entity to which you want to attach the document. To use the category for company documents, select Company.
   ID	An internal ID that is not visible in the user interface. Enter an ID that is similar to the displayed name, but without any spaces or special characters.
   Name	The displayed name that is visible in the user interface, on the Manage Documents page, and on the Company Documents home page tile.

6. 

   Select a status.

   • Select Active to make the category available to use when uploading a document.
   • Select Inactive to save the category for future use.
7. Save your changes.

The new custom document category is saved and visible in the Manage Document Categories dialog, where you can edit, activate, inactivate, or delete it at any time.

If active, the custom category is also available to use when uploading a document or when filtering by category on the Manage Documents page.