Editing a Document Category

  1. In the left pane, select Manage and Configuration.

  2. Select . Select the Document Categories tab.

  3. Hover over the row that includes the disposition to edit, select and Edit.

  4. Edit the name and select Confirm to save your changes.

    Note:
    • After the document category is edited, the following areas are updated:
      • The Document Categories grid

      • The list of document categories used when adding a custom data item to collect documents

    • To use the updated document category, create new tasks referencing the new category and add to process templates.

    • The edited document category is not updated on previously created custom data items. Therefore,the document category name will not update to the new name for any active or completed process templates and processes.