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Add New File Category

Article ID: 68
Last updated: 19 Dec, 2012

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
  • Designate 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.

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Article ID: 68
Last updated: 19 Dec, 2012
Revision: 2
Views: 14190
Comments: 2
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