Organization Settings - Attachment Categories

To access this tab, go to Organization Settings then select Attachments

The initial setup automatically created system-defined Categories (such as Cash Receipts and/or Vendors) for all installed modules and sub-categories (such as 2014 or Correspondence) for some Categories. You cannot add or delete these system-defined Categories; however, you can add sub-categories to each Category. Enter or change titles for existing categories and sub-categories, or create new sub-categories.

Attachment Categories

The category structure for Attachments displays on the left as you are designing it. All of the system-defined Categories are shown, and you can create sub-categories under each category.

You can delete any sub-categories and its contents.

Select the green + to add a sub-category.

Select the red x to delete a sub-category.

We recommend limiting your entry to strictly alphabetic characters (A through Z) or numeric characters (0 through 9), and avoiding the use of symbols.

Category Details

Select category or sub-category in the Attachment Categories structure to display the details for that category or sub-category.

Category Title: Enter or update the category title.

Buttons

Cancel: Select to cancel changes made to a category title.

Save: Select to save changes made to a category title.

Reset Grid: The Reset Grid button will reset the specific table to its default order.