Categories provide alternate ways to organize files from the way they are organized in cabinets. Categories are available if Webtop is integrated with Documentum CI Server, and if the repository has been enabled for category navigation. Ask your administrator if, and how your organization uses categories.
To navigate categories, click Categories, and use the standard procedures for navigating through the hierarchy structure.
If your organization uses categories, then:
You might be able to submit files for categorization.
When you create a new document from a template, the template might specify that the new document is linked to one or more categories.
To submit a file for categorization:
Navigate to, and select the file to be submitted.
Tip: You can perform this procedure on multiple files by selecting multiple files.
Select Tools > Submit for Categorization.
At the confirmation prompt, do one of these:
If submitting one file, click OK.
If submitting multiple files, confirm submission for each file separately by clicking Next. For the last file, click Finish.
Tip: To confirm submission for all remaining files at once, click Finish.