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It is now possible to divide the documents, displayed to the customer in the Demand portal, into display categories which makes it easier to find the required document. This article explains how to do this.
Creating the categories
To create the categories that will be used as the tab headers you need to log into Platform with the following perspective.
You then need to go to Administration > Data Lists and edit the Document Display Category - Customers item.
You can then add items according to the display categories that you require.
Categorising the Document Types
Log into Almirah with the following Perspective
Go to Administration > Document Type and edit the document types that you want to be categorised. For each document type that you want to appear in its own categorised tab edit Display Category for Customers and choose the required category.
Document view in the portal
Any document types displayed in the portal that does not have a Document Display Category - Customers defined will appear under the General category. Below you can see an example of how the Documents section looks when you define Display Categories
.
Click on Documents.
Tabs for each defined Document Display Category - Customers.
View of the documents with the associated category.