Create document categories to organize documents. Each category serves as a folder for easy retrieval of the document.
To create document categories:
- Click Administration.
- On the Administration navigation bar, click Enterprise Data.
- On the Enterprise Data page, expand Documents and click Document Categories.
- On the Document Categories page:
- Click Add.
- In the Name field, enter a name.
- Click Save.
Tips
- To change a name of a category, double-click the selected name and enter a new name. If you change a document category's name, the change is applied to all document assignments.
- To change the order in which a document category is displayed, select it, then click Row Actions and select Move Up or Move Down.