How do I create user document category?

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Cintra iQ Self-Service provides online access for employees to view your company's policy documents. Policy management is divided between Cintra iQ, for setting up policy details, and Cintra Self-Service, for policy administration.

What are user document categories?

In Cintra iQ, you can create categories for organizing documents for easy access in Self-Service. To make these documents viewable in Self-Service, ensure you set the appropriate categories in the Lookup table, which then appear in the Category dropdown in the Document Setup form.

How do I create an user document category?

  1. Navigate to the Lookup Administration window.
    Go to Cintra iQ: Definitions > Lookups.
  2. Select User Document Category as the Lookup Table.
  3. Click the Insert button. The User Document Category dialogue appears.
  4. Enter the name of the User Document Category.
  5. Click the OK button. The category is saved to the User Document Category lookup table.

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