found it but you need to know to double click on the attachment - probably set this up as part of the upload process would be more intuitive rather than a separate step
@Michael Royal - found it! After uploading the document, if you double click on a document in the grid, you get the ability to change the filename and there's a series of checkboxes to categorise the document.
The interface is pretty klunky, we'll work on that, but the functionality is still there.
It looks like we also need to add the ability to filter by those categories in the grid, so I'll log feature requests for that.
Thanks for the feedback!
We've also had the feedback that it would be a timesaver to categorise the document in the upload workflow - that's on the radar also...
Hi @Michael Royal - I'm checking into this for you...
@Andy Fleming: ta! Great response rate!