Exact Synergy Enterprise

Creating and Modifying Categories

Introduction

This screen allows you to create categories for documents. This is available only in the Classic mode for document structure. For more information, see Document Structure in Classic Mode.

Menu path

Go to Documents/Setup/Maintenance/Main categories/Categories/Subcategories, then click on a main category followed by Add to create a new category or click an existing category to modify it.

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

Save

Click this to save the changes made. When this is clicked during the initial creation of a category, the category is saved, and you will see the page where you can create a subcategory.

Save + New

Click this to save the changes and subsequently, create another new category.

Note: This is available when you are creating a new category.

Delete

Click this to delete the category.

Note: This is available when you are editing an existing category. This category cannot be deleted if any of its subcategory is linked to any document.

Close

Click this to exit.

Description

General section

Main category

This displays the description of the selected main category. You cannot change this.

Categories section

Click Add to add a new subcategory for this category or click any of the subcategory to modify it.

Note: This is available once the category is saved or when you are modifying an existing category.