Creating Document Categories
Create document categories to organize documents. Each category serves as a folder for easy retrieval of the document.
To create document categories:
- Click the
Projects menu and select Enterprise Project Data, or click the Administer menu and select Enterprise Data. - In the Enterprise Data pane, expand Documents and click Document Categories.
- On the Document Categories page:
- Click
Add (Insert). - In the Name field, enter a name.
- Click
Save (Ctrl+S).
Tips
- To change a name of a category, double-click the selected name and enter a new name. If you change a document category's name, the change is applied to all document assignments.
- To change the order in which a document category is displayed, select it, then click the Move Up or Move Down arrows.
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