Contact categories can be used to classify the different types of contacts whose documents you manage in the system. Examples include Investors, Clients, Employees, Shareholders, Consultants and other individuals or organizations you work with.

Steps:

1. Log in to the system.
2. From the Modules menu, select Contact Categories.
3. Click Add Contact Category (blue button).
4. Enter the Category Name in the form.
5. Click Save to create the contact category.