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:
- Find the document on the dashboard.
- Point to the three-dot icon on the far right to open document menu.
- Select Add to category.
- Point to the category under the name in the list of Added categories.
- Select Unlink*.
- Click Save.
Editor Method:
- Open File on the menu bar.
- Select Document settings.
- Select the Categories tab.
- Point to the category under the name in the list of Added categories.
- Select Unlink*.
- Click Save.
