Creating a File Category

The "Manage task definitions, related sources, content pages, and images" user type permission is required.

Configuration > [Onboarding (Transitions)] Administration > File Categories
  1. Click Create.
  2. Type a code in the Code field.

    The following file category codes are used by the system and therefore cannot be used by Onboarding (Transitions) administrators: candidate, CONTACT, default, FLIPBOOK, GOAL, MESSAGE_SENT, MESSAGE_TEMPLATE, OFFER, OTHER, recruiter, REQUISITION, RESUME, REVIEW, TALENT, USER. Because these internal codes are case sensitive, administrators could use words as file category codes provided a different case is used.

  3. Click Save.

The file category is created but it cannot be added to content pages until you change its status to Active. See Enabling a File Category.