Merging Categories
When merging one or more categories into another category (the target category), all of the subcategories assigned to the categories to be merged will be reassigned to the target category. The categories to be merged will be deleted, with the target category remaining.
Important: A category that is merged into another is not placed in the Recycle Bin and can only be restored by restoring a backup database. Be sure to back up the PolicyTech™ database when prompted (see step 4 below).
To merge categories,
- Click PREFERENCES.
- Click Document Setup, and then click Categories.
- Click Merge.
- You will be prompted to back up the PolicyTech database before merging categories. Click Backup Database, and then click OK. When the backup is complete, click Close..
- In the category list on the left, select the check boxes for one or more categories to be merged.
- In the lower box of the Merge Categories into Item window, in the site list, click the site containing the target category.
- Navigate to and click the category or subcategory you want the selected categories to be merged into.
- Click Merge, and then click OK.
- (Conditional) If the merge was not successful, address the issues shown in the merge status message, and then try to merge the categories again.
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