Adding documents to additional categories

Article:HOWTO62321  |  Created: 2011-12-13  |  Updated: 2014-05-19  |  Article URL http://www.symantec.com/docs/HOWTO62321
Article Type
How To


Subject


Adding documents to additional categories

On the Documents tab in Process Manager, you can add documents to additional categories.

When you initially add documents to the Documents page, they are contained in a single category. Users with the appropriate permissions can add documents to additional categories. The number of categories that a document can belong to is unlimited.

See About document management.

To add documents to additional categories

  1. In the Process Manager portal, click the Documents tab.

    See About the Documents page.

  2. On the Documents page, under Browse, select the category that contains the document that you want to add to additional categories.

  3. Click the orange lightning symbol for the document that you want to add to additional categories, click Edit, and then click Add To Category.

  4. In the Add to Category dialog box, click the Add New Category tab.

  5. In the Category text box, type the name of the category to which you want to add the document.

    You can also click Pick to search for the category.

  6. Click Add.


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Article URL http://www.symantec.com/docs/HOWTO62321


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