This screen allows you to create and/or modify main categories for documents. This is available only in the Classic mode for document structure. For more information, see Document Structure in Classic Mode.
To create and modify main categories for documents, function right 237 – Maintain main categories, categories, and subcategories is required. By default, users with a Corporate level of the Documents administrator role can create and modify main categories.
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.
Click this to save the main category or the changes made to an existing main category.
Click this to save the main category and create a new one.
Note: This button is available only when you are creating a new main category.
Click this to delete the main category.
Note: This is available when you are editing an existing main category. This main category cannot be deleted if any of its category or subcategory is linked to any document.
Click this to exit.
Type a unique ID for the main category. By default, the next available number is filled in. You can change the ID if you wish. The ID can be used in criteria-selection statements in the front page or list layouts. Criteria-selection statements are used in defining what is shown. In this case, using the ID of the main category, it is possible to, for instance, list documents in a particular main category only.
Type a description for the main category. This is mandatory. The description will be shown in the list of main categories during the creation and/or editing of a document.
Click this to add a new category to the main category.
Note: This is available once the main category is saved or when you are modifying an existing main category.