Overview
Document categories define the types of documents in your system and determine the auto-generated document number prefix. For example, documents in the "SOP" category are numbered SOP0001, SOP0002, etc. Configure categories to match your organisation's document classification structure.
Who can access this: Admin
Navigation:
Navigation:
Step-by-Step Instructions
Viewing Existing Categories
Navigate to Setup → Document Categories in the sidebar.
You'll see a list of all configured categories showing their name, code (prefix), and description.
Creating a New Category
Click the + New Category button.
Fill in the category details:
Field Description Example Name The full name of the category Standard Operating Procedure Code A short prefix code used in document numbering (2-5 characters, uppercase) SOP Description Optional description of what this category is used for Operational procedures and work instructions Click Save to create the category.
Common Document Categories
| Code | Name | Used For |
|---|---|---|
| SOP | Standard Operating Procedure | Step-by-step operational procedures |
| POL | Policy | Company policies and guidelines |
| FORM | Form | Templates, checklists, and record forms |
| WI | Work Instruction | Detailed task-level instructions |
| SPEC | Specification | Product and material specifications |
Important: The category code determines the document number prefix and cannot be changed after the category has been used. Choose codes carefully.
Tip: Keep category codes short (3-4 characters) and memorable. This makes document numbers easy to reference in conversation and on printed copies.