Document Categories

Categories provide a third hierarchical level for organizing related documents. Categories are optional and can be created by any User when adding or editing a folder. Categories are made available to all users. Only System or Library Administrators can delete or rename Categories. If a Category is deleted while in use, the category assignment will be removed from the document folder.

Example:  Sally has already created the Cabinet Accounting and the two Drawers Purchases and Payables and Sales and Receivables.
The company Sally works for has two locations; Distribution Center A and Distribution Center B. They would like to keep the accounting documents organized separately under each of the locations.
Sally therefore creates two Categories and names them after the locations. Sally is a Library Administrator.

Add a Category

1. From the Preferences drop-down field, select Library Administrator.
   
2. From the Navigation menu, select Manage Categories. All existing categories will appear in the Content frame. Categories are organized alphabetically. Letters that appear in bold and are underlined contain categories. Click on the letter to view these categories.
   
3. In the Content frame click the Add button to open the Add New Category form.
   
4. In the Category Name field type in the name for the Category and click the Add button.

Edit a Category

1. From the Preferences drop-down field, select Library Administrator.
2. From the Navigation menu, select Manage Categories.
3. In the Content frame, click the name of the Category to edit. This opens the Edit Category Information form. Make the required modifications and then click the Update button.

Delete a Category

1. From the Preferences drop-down field, select Library Administrator.
   
2. From the Navigation menu, select Manage Categories.
   
3. In the Content frame, click the name of the Category to delete. This opens the Edit Category Information form. Click the Delete button.