How do I edit a document category?

How do I edit a document category?

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Step 1

A) In the Black Bar at the top of the screen click on the Library link.

B) Roll over Documents.

C) Click on View Categories.

 
How do I edit a document category?

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Step 2

You will see a list with all of the Document Categories that have been created.

From the list, select the one you wish to edit.

 
How do I edit a document category?

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Step 3

The following fields are available to be used:


  • Sort Number - The order in which the Category displays.
  • Title - The title of the category.
  • Description - A brief summary/description of the category.

 
How do I edit a document category?

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Step 4

Once finished with the necessary changes, click on the Edit button below.

 
 
 


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