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Importing Subcategories

You can import all the subcategory names for a category at once using a tab-delimited file. Each subcategory record you import can contain three pieces of information: the name, the reference ID, and the description. The name and reference ID are required, while the description is optional.

Create a tab-delimited file with a row for each category name to be added. You can include two or three columns for the subcategory details, depending on whether you want to include descriptions.

Important: Do not include a header row with column titles. The first row in the file is treated as a subcategory to import.

Three-column import file: In the first column of each row, enter the category name; enter the reference ID in the second column; and enter the description in the third column. For example:

Subcategory 1 Name	Subcategory 1 Reference ID	Subcategory Description 1
Subcategory 2 Name	Subcategory 2 Reference ID	Subcategory Description 2
Subcategory 3 Name	Subcategory 3 Reference ID	Subcategory Description 3
Subcategory 4 Name	Subcategory 4 Reference ID	Subcategory Description 4

Two-column import file: Enter the category name in the first column and the reference ID in the second column.

Subcategory 1 Name	Subcategory 1 Reference ID
Subcategory 2 Name	Subcategory 2 Reference ID
Subcategory 3 Name	Subcategory 3 Reference ID
Subcategory 4 Name	Subcategory 4 Reference ID

Note: You can still edit the subcategory in PolicyTech™ later to add descriptions.

In PolicyTech, click PREFERENCES.
Click Document Setup, and then click Categories.

Click the site name above the category list, and then click the site containing the category to which you want to add a subcategory.

Do one of the following:

To import subcategories under a top-level category, click that category.

To import subcategories under another subcategory, click before a category to show its subcategories. Navigate to and click the subcategory to which you want to add another level of subcategories.

In the New list, click New Subcategory.

In the Import area of the Add Subcategory window, click Browse.

Locate the tab-delimited import file, select it, and then click Open.
Click Import to add the subcategories to the Categories box.

Note: You can click a subcategory to see its properties. If you make any changes to a subcategory, click OK when you're finished.

Click Save.