1. Select the document you want to categorize.

2. From the menu, choose Actions - Categorize.

3. In the "Add category" field, type a category name, a backslash (\), and a subcategory name, for example:

Sales planning\Trade shows

5. Click OK.

Notes

• You can have up to 32 levels of main categories and subcategories.
• You can enter additional levels of subcategories separated by backslashes, for example:

See Also

To create new categories
Managing views with categories
Elements of a view