Step 2: Departments and Categories
An important part of document creation is determining who should interact with the document you're creating. In this step of the Properties Wizard, you indicate which sites and departments should have access to the document and in which categories the document belongs.
- In step 2. Departments & Categories, in the First list, click one or more sites, and then click outside of the menu to close it.
What you see in the Next box depends on the template you assigned to this document in step 1. Settings. You will always see Departments under the Required heading, but the template creator decides which categories, if any, should be required and optional. If your Next box looked like the one in the example below, you would be required to choose a department and a Document Type category. You could also assign the document to one or more FLSA and Manuals categories, but wouldn't have to.
- In the Next box, click Departments.
- In the Choose Departments Below box, select the departments that will have access to this document.
Important: You must select at least one department within at least one site. If you select multiple sites and do not select a department within one or more of those sites, the current document will be listed under Unfiled on those sites.
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Notes:
- If you selected multiple sites in step 1 above, then, in the Choose Departments below box, in the Site list, click another site, and then select departments for that site as well.
- You can click the department name to see the users in the department.
- The document owner's department is selected by default when you create a new document. You can deselect it if needed.
- A department group is a combination of two or more departments from a single site or from multiple sites. If desired, click Department Groups, and then click
 before a site or Multi-Site (Global) Groups. Either select a department group or click the group name and select departments from within the group. If you select a department group, the document will be seen in all departments within the group, regardless of whether the department is selected under Departments.
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- If a category is listed under Required, click it, and then select one or more subcategories.
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Notes:
- Some categories allow only one subcategory selection, while others allow multiple selections. To see this and other category attributes, click View Category Properties.
- The upper right box (under View Category Properties) contains the category description if the category creator included one.
- The category creator has the option of allowing document owners to create new subcategories. If the current category allows new subcategories, Add Subcategories appears above the category list box, as shown below. See Adding a Subcategory if you need to add a subcategory.
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- (Optional) If one or more categories is listed under Optional, click each category, and then select one or more subcategories for each.
- Click Save.
- Do one of the following:
- To continue with assigning properties, click Next Step, and then go to Step 3: Writers.
- To stop assigning properties and finish later, click Options, and then click Save and Close. (When you are ready to continue with assigning properties, go to Editing a Draft Document.)
- To work on document content, click Edit Document. (When you are ready to continue with assigning properties, if the document is still open click Properties Wizard, or go to Editing a Draft Document if you need to reopen it.)
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