Moving a Category Subcategory
Before you can move a category or subcategory, it must not be assigned in any templates. If you need to remove any category or subcategory assignments, see Finding Category Assignments.
To move a category,
- Click PREFERENCES.
- Click Document Setup, and then click Categories.
- Click Move.
- Depending on whether your PolicyTech system is hosted or installed on your organization's premises, one of the following two warnings appears. Either click Continue to clear the message, or click Backup Database, click OK, and then, when the backup is complete, click Close.
- Find and select the check boxes of one or more categories you want to move to the same location. Each category you select is added to the Categories to be Moved box.
- If your PolicyTech system has multiple sites and you plan to move the selected categories or subcategories to a different site, select that site.
- In the bottom box, click the category or subcategory you want the selected categories to be moved under.
- Click Move.
- A message appears indicating whether the move was successful. If the move could not be completed, the message explains why. Click OK to clear the message.
- If the move was not successful, follow the instructions in Finding Category Assignments, and then try to move the categories again.
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