Adding categories and requirements

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To start adding categories and requirements to an entity, first select the entity you wish to work on and then click the “Add Catgeory” button on the Client page.

This opens the Add Category window.

Select the categories you wish to add from the dropdown. Then click “Save”.

These categories will now be added to the Client’s entity and displayed on the page.

Note that you can also add a custom category using the Add Category form. When added to the entity it will be empty – you will then have to add your own requirements to the Category.