Working with document category types

Article:HOWTO61960  |  Created: 2011-12-13  |  Updated: 2011-12-20  |  Article URL http://www.symantec.com/docs/HOWTO61960
Article Type
How To


Subject


Working with document category types

In Process Manager, on the Admin tab, you can add, edit, and delete document category types.

See About data management

To work with document category types

  1. In the Process Manager portal, on the Admin tab, click Data > Document Category Type.

  2. To add a document category type, in the Type Name section, click the Add Document Category Type symbol, enter the needed information, and then click Save.

    Name

    Name of the document category type. This name appears in the list of document category types.

    Description

    Description of the document category type.

    Add Plugin

    The plug-in that the category type uses.

    Plugin Use

    Select how you want the plug-in used.

  3. Click the orange lightning symbol next to a document category type to manage it.

    Edit

    Edit the properties of this document category type.

    Category Type Documents

    Add a document to this category type.

    Delete

    Delete this document category type.


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v29930969_v66564686


Article URL http://www.symantec.com/docs/HOWTO61960


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