Assigning a document to a category

Assign a new or existing document to a category.

A document can be assigned to a category when it is created, or you can assign an existing document to a category.

To assign an existing document to a category:

  1. Click the down arrow next to the document name to display the pull-down menu.
  2. Click Edit properties.
  3. Click Select categories.
  4. In the Choose category screen, click on the category name.
  5. Click OK.
  6. To assign the document to another category, click Add another category.
  7. Click Check In to save the document with the new category setting.

To assign a new document to a category as the document is being created, click More properties in the Create a new document screen, then click Select categories.

Unless you are a site Administrator, you can not create new categories. You can only assign a document to an existing category.