You will need permission to Edit/Update Sites (previously Project RW) to manage site documents. For more information, see Staff Permissions Overview
How to Create a Site Document Category
Creating a Site Document Category allows users with the correct permissions to organise and manage site-related documents effectively.
To create a new Site Document Category, follow these steps:
Log in and navigate to Sites > Settings > Site Document Categories.
To create a category, select + Add Site Document Category.
Type the category name and select Save.
Once a new Site Document Category has been created you can proceed to How to Assign or Remove a Site Document Category.
How to Delete a Site Document Category
Deleting a Site Document Category is restricted to ensure that categories are only removed when they are no longer in use, especially if they are linked to any sites.
To delete a Site Document Category, follow these steps:
Log in and navigate to Sites > Settings > Site Document Categories.
Select View/Edit next to the category.
If the category is assigned to a site, it cannot be deleted. The document will need to be removed from any assigned sites before it can be removed.
3. Select Delete to remove.
