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When the last document is updated, the Category value must then be removed from the system. To do this, perform the following:
Instructions:
Select Templates / Document Categories
Click the New Document Category icon on the Toolbar (top right hand side)
Use the drop down option to select the Category value you wish to delete
Click the Update button (this will create a Category Template)
From the Edit Document Category dialog, select the Delete button
The unwanted Category value will no longer be visible on the Document Properties / Category pick list
Note |
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Remember that it currently isn’t possible to lock down the Document Category names. These must be selected from the pick list. |
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