Document Categories can be linked with Document Types in Settings. Only categories associated with the selected Document Type will display in the Category dropdown. If there are no categories associated with a type, the Category dropdown will display all categories.
Categories are created in the Document Categories Mini Directory.
To link Categories with Document Types:
On the left navigation pane, click the Settings icon, then select Document Types under Directory editors.
From the list view, select the desired Document Type.
Click the Categories tab from the left pane.
The list of Categories on the left are currently associated with the selected Document Type. Categories can be reordered using the drag anchor
.
To remove a category and return it to the Available categories list, select the desired category from the left pane and click the double right arrows icon
. You may also drag and drop the category to the right pane.
To add a category from the Available categories list, select the desired category from the right pane and click the double left arrows icon
. You may also drag and drop the category to the left pane.
Click the Save button to save your changes.
Anywhere that uses the Category dropdown will filter the linked categories based on the selected Document Type.
