Create a category for document types - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

To create a category for document types, complete the following steps.

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, click New.
4. In the Modify Category dialog box, on the General tab, perform the following substeps.
   1. In the Name box, type a category name.
   2. Optional. In the Description box, describe the category.
5. On the Members tab, to add the document types that appear in this category, perform the following substeps.
   1. To assign only document types that appear in a specific document list, in the By document type list, select a list. If you select All document types, all of the document types in the system appear.
   2. In the Types list, select a document type and click Add.
   3. Optional. To change the order of the document types, in Members, click Move Up or Move Down.
6. Click OK.
7. Optional. To assign a color to the category, in Management Console, on the Categories tab, select the category and select a color.