Add new file category

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.