Define Document Category

Explanation

This activity is used to define a category for document templates which are set up in the Templates tab. Each defined document must belong to a category in order to keep templates organized and to facilitate data security.

Prerequisites

There are no prerequisites.

System Effects

There are no system effects.

Window

Document Basic Data

Related Window Descriptions

Document Basic Data

Procedure

1. Open the Document Basic Data window and go to the Categories tab.
2. Create a new record in order to start defining a category for document templates. Note that all documents are required to belong to one of the categories for grouping purposes and to keep them organized.
3. Specify a unique ID for the document category in the Category Id field.
4. Enter a name for the document category in the Name field.
5. Save the information.