Navigation:  5 Using Total Enterprise CRM > 5.10 Document > How to work with Document? > How to create new category for documents organisation?

 

In CRM system documents are divided into different categories. By this way, documents are categorized for quick access. You can create new categories by following these easy steps:

 

Step 1: Select 'Category'

 

 

On ribbon, click the "Document" tab.

Under Documents group, select "Category".

 

Step 2: Select 'New'

 

 

Here you can view the list of available categories for documents in CRM system. To create a new one, right click and select "New" and then move to step-3.

 

Step 3: Type Category Name

 

 

Enter the name for this new category and parent category, if it exists.

 

Note:

The fields marked with red star (*) at right end, indicate that these are required-fields while any other field can be left blank.

 

Step 4: Click 'Save & Close'

When you have finished to enter all the desired info,  to save this data, choose any one option on ribbon:

 

Save and Close: saves everything you have entered so far and closes the form

Save and New: saves everything you have entered so far and reopens a blank form for another entry.