Adding a Category

You can think of a category as a container for subcategories. Because documents and questionnaires can only be assigned to subcategories, each top-level category you create must contain at least one subcategory before it is useful for categorizing documents/questionnaires.

To add a top-level category,

1. Click System Settings, click Document Setup, and then click Categories.
2. If multiple sites exist, select a site you want to assign the category to.

Note: You can assign the category to additional sites later in the process.

Screenshot...

3. Click New, and then click New Category.

Screenshot...

4. In the Edit Category tab, define the new category (see Category Properties below for details).

Screenshot...

5. Click Save.
6. Create subcategories under this new category either by adding them manually (see Adding Subcategories Manually) or importing them (see Importing Subcategories).

Category Properties

Name. This is the name that appears in the category list. This name must be unique across all sites.

Reference ID. By default, the reference ID is auto-filled with the category name. You can change the reference ID, but be aware that it must be unique.

(Optional) Category Owner. If you want to assign someone to manage this category (to add and maintain subcategories), for Category Owner, click a user name. (See Assigning System Permissions for details on assigning a user as a category owner.)

Sites. Select the sites that will offer this category as an assignment option in templates and documents. You may also want to select Automatically select new sites as they get created.

Selection Type. This property determines whether document owners can assign a document/questionnaire to just one subcategory under this category or to more than one. The default setting is Single.

(Optional) Constraints.

• When Document Owner can add subcategories is selected, document owners and proxy authors will have the option to create new subcategories under this category when they create documents/questionnaires.
• When Hide this category in Browse is selected, users will not see this category by default as an Arrange by option when using Browse. However, all users except those with only the Assignee role will have the option of showing hidden categories in Arrange by.

(Optional) Description. Add a description to explain what the category is for and the type of subcategories it should contain.

of