Use the Document Categories tab to create, edit, and delete document categories. Document categories enable you to organize and standardize different types of work products and documents.
Display Options bar: Click to search for a specific document category.
Category: Lists different types of document categories, such as purchase orders or project specifications.
Shift up: Moves the selected document category to a higher position in the display. This changes the order in which categories display when you assign a category to a work product or document.
Shift down: Moves the selected document category to a lower position in the display. This changes the order in which categories display when you assign a category to a work product or document.