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,
- Click PREFERENCES.
- Click Document Setup, and then click Categories.
- In the site list, click the site containing the category to which you want to add a subcategory.
- Click the desired category (can be a top-level category or subcategory).
- Click New, and then click New Subcategory.
- In the Name box, type a subcategory name.
- By default, 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 IDs.
- (Optional) In the Description box, describe the type of document that should be added to this category.
- Click Add. The new subcategory appears in the Categories box.
Important: If you click Save without clicking Add first, the subcategory will not be saved. Only the subcategories added to the Categories box can be saved.
- (Optional) To create additional subcategories under the same category, repeat steps 6 through 9.
Note: You can click one of the subcategories in the Categories box to change that subcategory's properties. When you finish making changes, click OK to save them. To delete a subcategory, click it, and then click 
.
- When you are finished adding subcategories to the currently selected category, click Save.
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