Document Categories

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Document Categories are logical groupings of document types used for easier viewing in the document viewer. In the example above, you can see all of the documents in the "Underwriting" Category. They are grouped to assist Underwriters and other users to more easily find documents in the loan file.

Document Categories are listed below each bucket shaded in slate color with the number of documents in the category listed to the far right. Unlike Buckets, documents cannot be moved between Categories. The Document Definitions assigned to a Category are set by your XDOC Administrator.