Set Up Categories

Access this form with Administrative user rights using Organization>Attachments>Set Up Categories.

Use this form to create a folder structure to organize your attachments, which provides easy classification and retrieval. You can create sub-categories for the system-generated Category folders.

• Encrypted attachments are "physically" stored in the location created using Organization>Attachments>Set Up Locations.
• Linked attachments are simply "linked" to any destination in which you choose.

The initial setup automatically created system-defined Category folders (such as Cash Receipts, Vendors) for all installed modules and sub-category folders (such as 2014, Correspondence) for some Category folders. You cannot add or delete these system-defined Category folders; however, you can add up to four levels of sub-categories to each Category folder.

 

Category Title: Enter or change the title for an existing sub-category folder. The folders display the structure of the Attachment categories as you are designing it. All of the system-defined Category folders are shown, and you can create up to four levels of sub-category folders under each of these.