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.
You will also need to perform the same process in the Archive area to determine if the Category is also used on Archived documents. As documents that are stored in Archive cannot be edited, the document will either need to be restored to Current, or the document will need to be deleted from the system.
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
Remember that it currently isn’t possible to lock down the Document Category names. These must be selected from the pick list.