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Editing the Document Type and Category

Updated over a year ago

Documents in Gardiant have a Type (created at firm level) and a Category (across all firms). The Category matches the Categories on the left hand side on the Documents tab:

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If you want to edit the Category and/or the Type of a document, you can do so by highlighting the document, and clicking the Edit button in the document menu:

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In the window that opens next, you can change the Type and/or Category of the document from the drop-down menus, and then Save:

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