Categories
      Back to home
      1. Help Center
      2. User Guide
      3. Categories

      Remove a Document from a Category

      Contents

      • Overview
      • Pre-conditions
      • Steps
      • Notes

      Overview

      Find more information on how to remove a document from a category in Clausematch.

      Pre-conditions

      • Document Level Permission: 'Owner'
      • System Level Permission (any): Create Documents', 'Edit Documents', 'Document Manager', 'Create Templates', 'System Administration'

      Steps

      Dashboard Method:

      1. Find the document on the dashboard.
      2. Point to the three-dot icon on the far right to open document menu.
      3. Select Add to category.
      4. Point to the category under the name in the list of Added categories.
      5. Select Unlink*.
      6. Click Save.

      Editor Method:

      1. Open File on the menu bar.
      2. Select Document settings.
      3. Select the Categories tab.
      4. Point to the category under the name in the list of Added categories.
      5. Select Unlink*.
      6. Click Save.