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Category Types Step for Document Templates

Important: This step is completely optional. However, document owners can only assign categories within the category types you add here. In other words, if you assign no category types, an owner creating a document using this template cannot assign any categories.

In the Category Types step, select top-level categories.

Notes:

You can only select a top-level category, from which a document owner using the template can select one or more subcategories.
To remove a category type from the Selected box, click it, and then click .

(Optional) The category types you've added are optional, and the document owner can treat them as suggestions. To make a category type required, in the Selected box, click the category type, and then select Make Required. The two asterisks indicate that the category is required. Document owners using this template must now select one or more subcategories of that type.

(Optional) Select Automatically select new Category Types if you want any category type created in the future to be automatically added to this template as an optional category type.

Click Save.
Do one of the following:

To continue with assigning properties, click Next Step, and then go to Writers Step for Document Templates.
To work on the template's document content, click Edit Document (see Adding Content to a Document Template).
Click Save and Close.