In Process Manager, on the Admin tab, you can add, edit, and delete document category types.
See About data management
See Admin tab.
To work with document category types
In the Process Manager portal, on the Admin tab, click Data > Document Category Type.
To add a document category type, in the Type Name section, click the Add Document Category Type symbol, enter the needed information, and then click Save.
Name of the document category type. This name appears in the list of document category types.
Description of the document category type.
The plug-in that the category type uses.
Select how you want the plug-in used.
Click the orange lightning symbol next to a document category type to manage it.
Edit the properties of this document category type.
Category Type Documents
Add a document to this category type.
Delete this document category type.
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