Changing a Taxonomy

In Disclosure Management only one taxonomy can be associated with an Office document; however, you can change the taxonomy associated with an Office document. Before taking this action, carefully consider the consequences.

When you change a taxonomy in a document, Disclosure Management determines whether any taxonomy maps exist in the Office document. If a taxonomy map does exist, the following warning is displayed: “Changing the taxonomy associated with this document may lead to loss of existing maps. Are you sure you want to change the taxonomy?”

If you elect to change the taxonomy, the following processes take place:

If no taxonomy map exists, user confirmation is unnecessary and the taxonomy can be changed. The Disclosure Management Mapping Tool does not automatically render the new taxonomy selected by the user.