Introduction

This screen displays the categories available in the system. This is available only in the Classic mode for document structure. For more information, see Document Structure in Classic Mode.

Menu path

Documents/Setup/Maintenance/Main categories/Categories/Subcategories

Roles & rights

All users are able to view the main categories, categories, and subcategories available in the system. However, only users with a Corporate level of the Documents administrator role can create and/or modify main categories, categories, and subcategories.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

New

Click this to create a new main category.

Note: This is available only if you have the relevant role.

Close

Click this to exit.

Description

You can modify the categories by clicking next to each main category or category to expand and show its corresponding categories or subcategories.

Related document

• Creating and Modifying Main Categories
• Creating and Modifying Categories
• Creating and Modifying Subcategories
• Document Structure in Classic Mode