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AIM Document Categories

 
A few words on how AIM Documents are organized. 
 
At the very highest level, are Document Categories.  These are completely user-defined and are designed for you to be able to group similar documents together to facilitate security and searching.  As an example, you may have two types of Payroll documents – those containing sensitive information such as Forms W9, and more public information needed by Project Managers, such as copies of certifications or licenses.  
 
In AIM, you can set up two Payroll document categories –
 
 
 
 
 
 
 
 
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