From time to time staff will accidentally add a Document Category to your Nimbus CDM. This is due to staff typing a value into the Document Category field, rather than selecting from the drop down list.
To find these unwanted values, we recommend you perform a Full Document listing, and search for the unwanted Category values. To remove these values from your documents, you will need to edit the properties of these documents and change the Category value.
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