Adding a Subcategory

  1. In the category list, click a top-level category (Document Type in the example below) or subcategory, and then click Add Subcategories.
  1. 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.

  1. (Optional) Type a description to let other users know when they should assign this subcategory.
  2. 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.

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