To assign a document type to a category, complete the following steps. You can assign a document type to multiple categories.
Before you begin this procedure, ensure that your
document types and document type lists are created.
- In Management Console, in the left pane, under Select Department, select a department from the list.
- In the left pane, click Document Types.
- In the right pane, on the Categories tab, select the category to which you want to add a document type and click Modify.
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In the Category dialog box, on the Members tab,
perform the following substeps.
- Optional. To filter the available document types according to the list in which they were assigned, in By document type list, select a document type list.
- In the Types list, select a document type and click Add.
- Optional. To change the order in which the document types appear in a category, in the document type List , select a document type and click Move Up or Move Down.
- Optional. To remove a document type from the category, select the document type and click Remove.
- Click OK.