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Step 2: Category Types (Template)

Important: This step is completely optional. However, document owners can only assign categories within the category types you add here. For example, if you assign no category types, a document owner creating a document using this template cannot assign any categories.

In step 2. Category Types, select the top-level categories you want to assign. Your selections appear in the Selected box.

Notes:

You can only select a top-level category, from which the document owner using the template can select one or more subcategories.
To remove a category type from the Selected box, click it, and then click .

(Optional) The category types you've added are optional, and the document owner can treat them as suggestions. To make a category type required, in the Selected box, click the category type, and then click Make Required. The two asterisks indicate that the category is required. Document owners using this template must now select one or more categories of that type.

(Optional) Above the Selected box, click Automatically select new Category Types if you want any category type created in the future to be automatically added to this template as an optional category type.
Click Save.
Do one of the following:

To continue with assigning properties, click Next Step, and then go to Step 3: Collaboration (Template) in this guide.

To stop assigning properties and finish later, click Save and Close. (When you're ready to continue with assigning properties, go to Editing a Template.)

To work on the template's document content, click Edit Document. (When you are ready to continue with assigning properties, if the template is still open click Properties Wizard,or go to Editing a Template if you need to reopen it.)