Category Builder
Create your category of important documents
Start with a Preset (Optional)
Choose a preset to get a pre-configured category with suggested documents
Select a Category
Choose what type of documents you want to organize and track
Ready to browse categories
Expand this section to see all categories and their subcategoriesSelect Documents
Select the specific documents you want to include in your category
No subcategory selected yet
Choose a category and subcategory above to explore available documentsSelected Documents: 0
Review and organize the documents you've selected for your category
No documents selected yet
Select documents from the categories above to see them hereMake it yours
Give your category a name and choose an emoji to make it uniquely yours
Enter a descriptive name for your document category. This name will help you
identify this category in your dashboard.
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open file folder
Save Your Category
Review your category and save when ready
Select at least one document
Choose documents from the categories above
Give your category a name
Enter a descriptive name above