Objective:
- Why are there Document Categories?
Environment:
- Clio Web App
Additional Information:
Documents: Working with Document Categories
Answer:
- When you assign a Document Category to a Template, the Documents is Generated inside a Folder with the name of the Document Category. If you're Generating multiple Documents with the same Category for a Matter, all those Documents would populate within this folder. It's a way to organize and maintain your Documents into Categories.