Document Library - Categories

The Categories section of the Document Library is used to create document categories such as Marketing, Real Estate, and General Correspondence. Each merge document is assigned a Category Type for easy sorting and grouping.

To view an existing Document Category or to create a new Document Category, click the Categories Category and the Display Panel appears.

To add a new Category click on New.  The following screen appears.

Enter the description and click OK to save.

To edit or change the name of a Category, double click the appropriate record or single click and press edit.  Make the changes and press OK.

To delete a Category click the appropriate record and click Delete. Click Yes to confirm.

Note: When you edit a Category, the system changes all existing occurrences to reflect the new description. You cannot delete any Category in use by a record in the system.