Assign a Revision Scheme to a Category

Categories are assigned revision schemes, which are then applied to files and items assigned to that category.

  1. Click Tools > Administration > Vault Settings.

  2. In the Vault Settings dialog box select the Behaviors tab, and then click Categories.

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

  4. Select a category from the Category Name list, click the Revisions tab in the Behaviors field, and then click Assign. The Add Revision Scheme dialog box is populated with information from the selected category.

  5. Do one of the following:

    • Add a revision scheme to the category. Select the revision scheme from the All Revision Schemes list, and then click Add.
    • Remove a revision scheme from the category. Select the revision scheme from the Assigned Revision Schemes list, and then click Remove.
  6. Click OK. The Configure Categories dialog box is then updated.