Adding a Subcategory

1. In the category list, click the top-level category ( [Document Type] in the example below) or subcategory to which you want to add a subcategory, and then click Add Subcategories.

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2. 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.

3. (Optional) Type a description to let other users know when they should assign this subcategory to a document.
4. 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.

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

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