Setting Up Document Categories and Subcategories

You set up document categories and subcategories on the Document Category pages to organize the various types of attachment files.

This example illustrates the Document Category Details page, which is described in the following text.

Adding Document Categories and Subcategories

1. Select Common Setup > Document Category.

2. On the Document Category page, click Add to add a new document category.

3. Enter values on the Document Category Details page:

   Page Element	Description
   Category ID	Enter an identifier for the category.
   Category	Enter a name for the category.
   Description	Enter a description of the category.
   Enabled	Turn the switch on to make the category available for use. The category is disabled by default.

4. Click Save.

5. If you want to add a subcategory, click Add in the Document Subcategory section.

6. On the Document Subcategory Details page, enter an ID, name, and description for the subcategory.

7. Click Save.

Modifying Document Categories and Subcategories

1. Select Common Setup > Document Category.

2. On the Document Category page, select the row for the category that you want to modify.

3. On the Document Category Details page, you can modify the category name and description, and turn the Enabled switch on or off.

4. Click Save to save any changes.

5. To modify a document subcategory:

   1. Select the associated category to open the Document Category Details page.

   2. Select the subcategory that you want to modify.

   3. On the Document Subcategory Details page, you can change the subcategory name and description, and turn the Enabled switch on or off.

   4. Click Save.

Deleting Document Categories and Subcategories

1. Select Common Setup > Document Category.

2. On the Document Category page, select the row for the category that you want to delete.

3. If you want to delete the document category, click Delete on the Document Category Details page.

   Note: When you delete a document category, all associated subcategories are also deleted.

4. If you want to delete multiple document categories, you can delete them on the Document Category page:

   1. Click Edit.

   2. Select the check boxes for the document category rows to delete.

   3. Click Delete.

5. To delete the document subcategory, click Delete on the Document Subcategory Details page.

6. If you want to delete multiple subcategories, you can delete them from the Document Category Details page using the Edit and Delete buttons.