Editing a Category or Subcategory

To make changes to an existing category,

1. Click PREFERENCES.
2. Click Document Setup, and then click Categories.
3. If your PolicyTech system has multiple sites, select the site containing the category or subcategory you want to edit.
4. Do one of the following:

• To edit a top-level category, click it to show the Edit Category tab.

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• To edit a subcategory, click before the category, and then click the subcategory to show the Edit Subcategory tab.

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5. Make changes to the category or subcategory properties. (See Adding a Category or Adding Subcategories Manually for details on the properties.)
6. Click Save.

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