Adding a Subcategory

In the category list, click a top-level category ([Document Type] in the example below) or subcategory, and then click Add Subcategories.

Type a subcategory name.

Note: The Reference ID is automatically filled in with the subcategory name as you type it. You can change the Reference ID if needed.

(Optional) Type a description to let other users know when they should assign this subcategory to a document.
Click Add to add the new subcategory to the Categories box.

Important: Only subcategories that have been added to the Categories box will be saved.

(Optional) Repeat steps 2 through 4 to continue adding subcategories under the currently selected category.
With the one or more subcategories listed in the Categories box, click Save.