About Insert Properties, Category Fields

Note: This option inserts a list of all top-level categories a document is assigned to. To insert a single category name, see Category Name below.

Location on Insert Properties menu:

 

Example of an inserted list of category titles:

Note: Assigning a document to categories is optional. If no categories are selected, the inserted field contains "Not Set."

Source: While creating a document, the document creator can assign a document to categories. (Properties Wizard > 2. Departments & Categories > [category name])

 

When it changes: The document owner or document control administrator can change the category assignments anytime in any active document.

Where to view: The category titles you insert will be the same as those displayed in the document overview. (Overview > Properties)

Location on Insert Properties menu: When a document creator assigns a category to a document, that category name appears on the Categories submenu of Insert Properties. The image below shows a Categories submenu of a document assigned to the Compliance Standards and Document Type categories.

Each assigned category option on the Categories menu is also a submenu. Each assigned category submenu is the same as the one shown for the Compliance Standards category below.

The assigned category submenu options are explained below.

Location on Insert Properties menu: The image below shows the Category Name option on the assigned category submenu called Compliance Standards. The categories defined for any given company and the categories assigned to any given document will vary, so the category names you see will most likely be different than the ones in the image below.

Example of an inserted category name:

Source: The document creator assigns categories to a document while creating it. (Properties Wizard > 2. Departments & Categories > [category name])

When it changes: The document owner or document control administrator can change category assignments anytime in any active document.

Where to view: The assigned category name you insert will be the same as the one displayed in the document overview. (Overview > Properties)

A value is the lowest-level assignable subcategory in a category hierarchy. In the image below, Compliance Standards is the top-level parent category, Personnel is a next-level subcategory, and P.1.10 ST:1 is a lowest-level subcategory, or value.

Locations on Insert Properties menu:

Example of an inserted list of subcategory (value) names, separated by commas:

Example of an inserted list of subcategory (value) names, separated by hard returns:

Source: The document creator assigns categories to a document while creating it. (Properties Wizard > 2. Departments & Categories > [category name])

When it changes: The document owner or document control administrator can change the category assignments anytime in any active document.

Where to view: The assigned category values you insert will be the same as those displayed in the document overview. (Overview > Properties)

A value is the lowest-level assignable subcategory in a category hierarchy. In the image below, Sarbanes-Oxley Guidelines is the top-level parent category, Section 208 is a next-level subcategory, and Sec. 208-2 is a lowest-level subcategory, or value. A description can be entered for each category and subcategory.

Locations on Insert Properties menu:

Example of inserted lists of descriptions (Descriptions option):

Example of inserted list of descriptions, including value names (Value: Description option):

Source: A document control administrator can enter descriptions while creating categories. (PREFERENCES > Document Setup > Categories > New > Description)

When it changes: The document control administrator can change the category descriptions anytime.

Where to view: The category descriptions you insert will be the same as those displayed when assigning a category in the Properties Wizard. (Properties Wizard > 2. Departments & Categories > [category name])

Note: Inserting affected departments from the Categories submenu is the same as inserting them from the Document Info submenu.

Location on Insert Properties menu:

Example of an inserted list of affected departments:

Source: When creating a document, the document creator selects which departments will have access to the document. (Properties Wizard > 2. Departments & Categories > Departments)

When it changes: The document owner or document control administrator can change the department selections anytime in any active document.

Where to view: The list of affected departments you insert will be the same as the one displayed in the document overview. (Overview > Properties)