Assign Properties to a Category

User defined properties (UDPs) are assigned to categories. The properties are then applied to files, folders, custom objects, and items assigned to that category.

When a category is selected from the Configure Categories dialog box, its properties appear on the Properties tab located in the Behaviors group. From the Properties tab, click Assign to display the Assign Category dialog box where properties are assigned to the selected category.

1. Click Tools >Administration >Vault Settings.

2. In the Vault Settings dialog box, select the Behaviors tab > Categories.

3. In the Configure Categories dialog, select whether you want to configure categories for files, folders, custom objects, or items from the drop-down list.

4. Select a category from the Category Name list, click the Properties tab > Assign.

5. Do one of the following:

   • Add a property to the category. Select the property from the Available Property Definitions list, and then click Add.
   • Remove a property from the category. Select the property from the Assigned Property Definitions list, and then click Remove.

6. Click OK. The Configure Categories dialog box is updated.