---
title: "Managing Document Categories"
slug: "managing-document-categories"
updated: 2026-08-11T20:07:37Z
published: 2026-08-11T20:07:37Z
canonical: "help.idibilling.com/managing-document-categories"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Document Categories

As an option, users having the Document Storage Admin role can create and manage the document categories. These categories provide a way to organize related documents and filter document lists to present only those documents belonging to a selected category. This is done via Manage Categories page.

> [!NOTE]
> Note
> 
> Documents default to ***Uncategorized*** when uploading unless a different category is selected. ***Uncategorized*** is the only option until you create other user-defined categories.

To Manage Document Categories, choose **MANAGE** > **Categories** from the Document Storage menu bar.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82716(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A42Z&se=2026-11-14T11%3A47%3A42Z&sr=c&sp=r&sig=fmvxT3x5vuKJ3p5X1hj17%2BAi7LdU%2F6TRHZivpjcuAxQ%3D)

Initially there are no categories defined. If one or more categories have been created, selecting a category from the list on the left displays the category definition on the right. From here you can edit or delete the selected category.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82719(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A42Z&se=2026-11-14T11%3A47%3A42Z&sr=c&sp=r&sig=fmvxT3x5vuKJ3p5X1hj17%2BAi7LdU%2F6TRHZivpjcuAxQ%3D)

To create a new category, click **NEW**. Then enter the category definition.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82722(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A42Z&se=2026-11-14T11%3A47%3A42Z&sr=c&sp=r&sig=fmvxT3x5vuKJ3p5X1hj17%2BAi7LdU%2F6TRHZivpjcuAxQ%3D)

New categories are created as non-confidential by default. Use the **Confidential** check box to toggle this setting as needed. Marking a category as confidential will automatically set any document uploaded with that category as confidential. Users cannot override this when uploading.

Non-confidential categories default a document as non-confidential when uploading. Trusted users have the ability to override this and upload a document as confidential into a non-confidential category.