How to Add Category Headings to the General Menu
Under the General menu you will find a number of standard categories such as Pest Control, Documents, Product Info, Supplier Contacts and more. If you have manager level access you can also add your own custom categories by following these steps:
From the main menu, select General:
When the General menu opens, scroll down to the bottom of the list and click on +Menu Settings. This will pop out the Menu Settings tab on the right of the screen where you will see the existing General categories. Those that are active on your profile will have a tick in the checkbox.
To add a new Category to the General menu, scroll to the bottom of the Menu Settings and click on +_Add Category_ and add your new Category name here.
You can also add specific Options to each Category so you can add multiple files:
To upload a file to your new Category/Option click on the +_Add New._ Fill in the details and upload your file where indicated in the pop out menu.
From the main menu, select General:
When the General menu opens, scroll down to the bottom of the list and click on +Menu Settings. This will pop out the Menu Settings tab on the right of the screen where you will see the existing General categories. Those that are active on your profile will have a tick in the checkbox.
To add a new Category to the General menu, scroll to the bottom of the Menu Settings and click on +_Add Category_ and add your new Category name here.
You can also add specific Options to each Category so you can add multiple files:
To upload a file to your new Category/Option click on the +_Add New._ Fill in the details and upload your file where indicated in the pop out menu.
Updated on: 13/03/2024
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