The quickest way to add a category is to use the Shortcuts menu at the top of your screen.
- Click on the drop-down menu in the top right of the screen and choose Add new file category.
Or you can do it via the Categories tab under Files.
- Click on the Files menu
- Choose the Categories tab
- Click on Add New.
Once you are on the category screen you must complete the following sections:
- Add a Title. This is the name that will be displayed on the left menu or in any table of contents.
- Define where it fits in the category hierarchy by choosing a Parent category and an Order. If you don't change these you will add a new top-level category and it will be placed last.
You may also:
- Control access through Private and Active
- By checking Allow attach files, files from this category will be allowed to be attached
- Nominate an owner (Supervisor) for the category
You can find out more about each of these fields and how they work in the Category screen explained.
