The Template Categories Mini Directory contains the user-defined Template Categories, for categorizing Word and PDF Document Templates in the Template Setup. Templates can be filtered by Template Category.
NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed.
To add a new Template Category, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Category field of the new entry to enter edit mode. Category is a required and unique field. Up to 35 characters can be entered in the Category field. New Template Categories are Active by default.
Reports, such as "Document Titles" can be utilized to locate documents by Template Category (using Merge Document Category).
To delete a Template Category, click the delete icon to the far right of the entry.
Click the Yes button to delete the item if it is not in use. If it is being used, the item will be marked inactive.
Click the No button to abort the deletion.
Click the Save button to keep your changes.
