Modify 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 modify an existing category, 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, in the category list, select the category you want to update and click Modify.
  4. In the Category dialog box, on the General tab, perform one or more of the following actions.
    • In the Name box, modify the name as needed.
    • In the Description box, modify the category description.
  5. On the Members tab, perform one or more of the following actions.
    • To add an additional document type to the category, in the By document type list, select a list and in the Types list, select a document type, and then click Add.
    • To remove a document type from the category, in the Members list, select the document type and select Remove.
    • To change the order in which the document types appear in the category, in Members, select a document type and click Move Up or Move Down.
  6. Click OK and in the confirmation box, click Yes.