Previous Topic

Next Topic

Book Contents

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:

  1. Click the "" Projects menu and select Enterprise Project Data, or click the Administer menu and select Enterprise Data.
  2. In the Enterprise Data pane, expand Documents and click Document Categories.
  3. On the Document Categories page:
    1. Click "" Add (Insert).
    2. In the Name field, enter a name.
    3. 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.

Related Topics

About Document Categories and Statuses

Creating Document Statuses

Enterprise Data Page

Document Categories Page


Copyright information