About Insert Properties, Category Fields

Note: This option inserts a list of all top-level categories a document is assigned to. To insert a single category name, see Category Name below.

Location on Insert Properties menu:

When using WordModulePlus

When using Office Online Integration

Example of an inserted list of category titles:

Note: Assigning a document to categories is optional. If no categories are selected, the inserted field contains "Not Set."

Source: While creating a document, the document owner can assign a document to categories. (Properties Wizard > Departments & Categories > [category name] > [subcategory name])

When it changes: The document owner or administrator can change the category assignments anytime in any active (unarchived) document.

Where to view: The category titles you insert will be the same as those displayed in the document overview. (Overview > Properties)

Note: When a document owner assigns a subcategory to a document, that subcategory's top-level category name appears on the Categories submenu of Insert Properties. The image below shows a Categories submenu of a document assigned to subcategories of the Document Type and ISO 9000 top-level categories. When using WordModulePlus When using Office Online Integration Each top-level category option on the Categories menu also has a submenu, each of which is the same as the one shown for the Document Type category below. When using WordModulePlus When using Office Online Integration

Location on Insert Properties menu: The image below shows the Category Name option on the assigned category submenu called Document Type. The categories defined for any given company and the categories assigned to any given document will vary, so the category names you see will most likely be different than the ones in the image below.

When using WordModulePlus

When using Office Online Integration

Example of an inserted category name:

Source: The document owner can assign subcategories to a document while creating it. (Properties Wizard > Departments & Categories > [category name] > [subcategory name])

Note: Only a subcategory (such as Procedure in the screenshot below) can be assigned to a document, not a top-level category (such as Document Type). The Category Name property represents the top-level category under which a subcategory has been assigned.

When it changes: The document owner or administrator can change subcategory assignments anytime in any active (unarchived) document.

Where to view: The assigned category name you insert will be the same as the one displayed in the document overview. (Overview > Properties)

Values are assigned subcategories under a top-level category.

Note: Depending on how a top-level category was set up, it may allow multiple subcategory assignments or only one.

Location on Insert Properties menu:

When using WordModulePlus

When using Office Online Integration

Example of an inserted list of subcategory (value) names, separated by commas:

Example of an inserted list of subcategory (value) names, separated by hard returns:

Source: The document owner assigns subcategories to a document while creating it. (Properties Wizard > Departments & Categories > [category name] > [subcategory names])

When it changes: The document owner or administrator can change the category assignments anytime in any active (unarchived) document.

Where to view: The assigned category values you insert will be the same as those displayed in the document overview. (Overview > Properties)

A value is an assigned subcategory under a top-level category. When setting up PolicyTech, an administrator can include subcategory descriptions. The Descriptions option inserts only the subcategory description, while the Value: Description inserts both the subcategory's name and its description.

Location on Insert Properties menu:

When using WordModulePlus

When using Office Online Integration

Example of inserted subcategory description (Descriptions option):

Example of inserted descriptions, including subcategory descriptions (Value: Description option):

Source: An control administrator can enter descriptions while creating categories. (System Settings > Document Setup > Categories > New Subcategory or Edit Subcategory > Description)

When it changes: The administrator can change the category descriptions anytime.

Where to view: The category descriptions you insert will be the same as those displayed when assigning a category in the Properties Wizard. (Properties Wizard > Departments & Categories > [category name] > [subcategory name])

Note: Inserting affected departments from the Categories menu is the same as inserting them from the Document Info menu.

Location on Insert Properties menu:

When using WordModulePlus

When using Office Online Integration

Example of an inserted list of affected departments:

Source: When creating a document, the document owner selects which departments will have access to the document. (Properties Wizard > Departments & Categories > Departments)

When it changes: The document owner or administrator can change the department selections anytime in any active document.

Where to view: The list of affected departments you insert will be the same as the one displayed in the document overview. (Overview > Properties)