Create a Category

Create and manage categories, category behaviors, and assignment rules on the Behaviors tab of the Vault Settings dialog.

Create a Category

    Note: You must be an administrator to use this feature.
  1. Click Tools  Administration Vault Settings.
  2. In the Vault Settings dialog box, select the Behaviors tab  Categories.
  3. On the Configure Categories dialog, select whether you want to configure categories for files, folders, custom objects, or items from the drop-down list.
  4. Click New to open the Category Edit dialog box.
  5. In the Name field, enter a name for the category.
  6. From the Color list, select a color to assign a glyph to the category.
  7. Select or clear the Available check box as needed. When the check box is selected, the category is available to users. To make the category unavailable to users, clear the check box.
  8. In the Description box, enter a description for the category.
  9. Click OK. The new category is created with the specified settings and appears in the Category Name list on the Configure Categories dialog box.
Parent topic: Category Administration