Creating a new category under Reference Docs

Learn how you can easily organize blank forms, reference docs, and website links under custom categories in the Reference area.

Watch this 60-second video to learn about creating categories under Reference:


Add docs to the Reference page

New categories can be created when uploading a document or adding a link to the Reference page.

1. Click Reference from the top navigation menu. 

2. Click [Add Docs].

3. Select a document from your computer to upload.

4. Choose a name for the doc and select a category. If the desired category isn't listed, type in a new one and hit enter.

5. Click [Upload]. The new category will be created and the uploaded document will be saved under it.


Create a New Category

You can create a new category when adding a link instead of a document.

1. Rename a category by hovering over the category name and clicking the [Pencil].

2. Type in a new name and click [Save].