Document Category Sorting

You can create and manage document categories. By clicking the name of the category in the Category column, you can edit the category name. The Admin sets the Sorting Order to manage the order in which the categories are displayed in the approval screen.

To Create and manage Document Category settings:

1. Click Admin console on the left Collavate menu

2. Select Docs Category sub menu

3. Click +Create in the upper right corner

4. Enter in Category Name and Sorting Order Number

5. Click Save