The company file category allows you to create a drop down list of file categories that you select from when uploading a file to a company. These categories are used as labels to help easily identify files that have been added. For more information about uploading a file to a company, see Uploading files to the Activity Feed.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
To Add a Company File Category
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Profile screen appears.
Select Custom Fields in the side menu and then the File Categories tab.
The Company option appears.
Click the Add button.
In the File Category Name field, enter the file category name.
Click Save.
NOTE: If you are subscribed to the Certificate of Insurance (COI) service, in addition to the default General file category, a COI category is available. These two categories cannot be archived, only renamed.
TIP: The next step in the Kube system setup process is to add user file categories. For more information, see Adding a user file category.