Adding Subcategories Manually

The instructions below are for adding each subcategory manually. If you want to import subcategory information, see Importing Subcategories.

To add a subcategory,

  1. Click System Settings, click Document Setup, and then click Categories.
  2. If multiple sites exist, select a site containing the category you want to add subcategories to.
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  1. Click the top-level category or the subcategory under which you want to create a new subcategory.
  2. Click New, and then click New Subcategory.
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  1. Type a subcategory name.
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  1. The Reference ID box is auto-filled with the subcategory name you type. If you change the reference ID, be aware that it must be unique among all category and subcategory IDs.
  2. (Optional) In the Description box, describe the type of document or questionnaire that should be added to this subcategory.
  3. Click Add. The new subcategory appears in the Categories box.
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  1. (Optional) To create additional subcategories under the same category or subcategory, repeat steps 5 through 8.

Note: You can click one of the already added subcategories in the Categories box to change that subcategory's properties. When you finish making changes, click OK to save them. To remove an added subcategory, click it, and then click .

  1. When you're finished adding subcategories, click Save.
  2. (Optional) Under some circumstances, you may not want a subcategory you've added to be assigned to documents or questionnaires. For example, if you're creating multiple levels of subcategories, a subcategory may simply be a container for other subcategories added below it. To prevent a subcategory from being assigned, find and click the subcategory in the category tree, select Do not allow documents to be assigned to this category, and then click Save.
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