Deleting Categories From a Document

If there are categories that are no longer accurate that transferred from the document type to the Document record or there are categories that have been added to the document by the document owner, but are no longer accurate, then the categories can be deleted from the Document record.

  1. From the Document record, in the document tree on the left side of the record, click the Categories link.
    Result: The Categories window is displayed.
  2. Check the checkbox of the category to be removed.
  3. Click Action > Delete.
    Result: The category has been removed from the document.

See Also

Configuring Work Group Access

Adding Categories to 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

     

 

 
Friday, September 25, 2015
9:37 AM