How to Create Matter Categories
Matter Categories help you organize and group matters based on their type and location. By using categories, you can easily filter, differentiate, and manage your matters more efficiently.
Step 1: Understand Matter Categories
Before creating a category, it’s important to know why they are useful:
Categories allow you to group matters by type or location.
For example, a category named Business assigned to a specific state in Australia can be applied to all business-related matters in that region.
This organization makes it easier to locate, filter, and manage matters later.
Step 2: Navigate to Categories
Go to Settings in Liradocs.
From the settings menu, click on Categories.
Step 3: Create a New Category
Click on the New Category button.
Fill in the basic details:
Category Name: Enter the name of the category.
Label: Enter a label for the category.
Country: This is automatically set to Australia.
State: Select the state for this category.
Parent Category: (Optional) Select a parent category if you want this category to be a subcategory. Leave as None if not applicable.
Step 4: Save the Category
Once all the details are filled in, click Create Category.
Your new matter category has now been successfully created in Liradocs.
