Adding Categories to a Document Record

A category is a group of documents by type. Document categories are tied to a specific document type and then the category transfers to the documents within that type.

For example:

Category	Documents (By Doc Type)
New Product Docs	Requirement Specs Part Lists BOMs FMEAs Engineering Drawings
QA Manuals	Policies Procedures Work Instructions

The following rules apply to document categories:

• Categories can be transferred to documents from the document type if Transfer Categories is enabled in the Document Type profile.
• When selecting categories for a single document, only categories that have been applied to the document's document type will be visible.

 

1. From the Document record, in the document tree on the left side of the record, click the Categories link. For additional information on configuration, see Document Categories.
   Result: The Categories window is displayed.
2. Click Action > Add.
   
3. Zoom from the Category field and select all categories to which the document will belong.
4. Click the Save button.
   Result: The document has been added to the categories.

See Also

Configuring Work Group Access

Deleting Categories From a Document Record

Adding References to a Document

Adding Attachments to a Document

Adding Distribution Lists to a Document

Updating Distribution Statuses for a Document

Adding Revision Notes to a Document

Viewing Changes for a Document

Viewing a Document's History

Comparing Different Builds of the Same Document Revision

Adding Roles for Training Requirements to a Document

Reviewing a Document

Adding Attributes to a Document

Deleting Attributes From a Document

Viewing the Bill of Material

Document End User Steps

Document Other Actions