Assign a document type to a category - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Documents

Platform
Perceptive Content
Product
Manage Documents
Release
Foundation 24.1
License

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.
  1. In Management Console, in the left pane, under Select Department, select a department from the list.
  2. In the left pane, click Document Types.
  3. In the right pane, on the Categories tab, select the category to which you want to add a document type and click Modify.
  4. In the Category dialog box, on the Members tab, perform the following substeps.
    1. 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.
    2. In the Types list, select a document type and click Add.
    3. 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.
    4. Optional. To remove a document type from the category, select the document type and click Remove.
    5. Click OK.