Creating Document Categories

Create document categories to organize documents. Each category serves as a folder for easy retrieval of the document.

To create document categories:

On the Navigation Menu, expand Administration and click Enterprise Data.
On the Enterprise Data page, expand Documents and click Document Categories.
On the Document Categories page:
1. Click Add.
2. In the Name field, enter a name.
3. Click Save.

Tip

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 Context and select Move Up or Move Down.