Add/Link a Document to a Category

Contents

• Overview
• Pre-conditions
• Steps
• Supplementary Information
• Notes

Overview

Adding a document to a category allows:

• Users to search that document on the Policy Management dashboard by drilling down the correct path in the Categories and Documents directory (found on the left pane).
• If already in place, corresponding MI reports to populate that document value in their corresponding columns and rows.

Pre-conditions

• Document level permissions: 'Owner'.

Steps

Dashboard Method:

1. Find the document on the dashboard.
2. Point to the three-dot icon on the far right to open the document menu.
3. Select Add to category.
4. Find the category in the category tree and tick the box next to the category name.
5. Click Save.

Editor Method:

1. Click File in the menu bar.
2. Click Document settings.
3. Switch to the Categories tab.
4. Find the category in the category tree and tick the box next to the category name.
5. Click Save.

Supplementary Information

It is also possible to map documents to other documents: simply find the parent document in the category list and check the box next to its name to link a subdocument.

Notes