By creating categories, a rough division and classification of the documents to be archived can be achieved. It can e.g. consist of agreements, product descriptions, projects, etc.
Create/change categories
To show existing categories, first select company and unit in the drop-down lists at the top of the page
Click the View button to view a list of existing categories. Using the Name and Description fields, you can narrow down the selection of the categories you want to view.
- To edit an existing category, click on the current category, and the category form will appear.
- To create a new category, click the New button and the form for creating a new category will appear.
| Field | Description |
|---|---|
| Name | Enter the name that will identify the category. |
| Description | Enter a supplementary description of the category. |
| The category is connected to company | Here you choose which company this category belongs to. A category can only belong to one company. If there is only one company in the system, this company is automatically selected. |
| Unit | Choose which unit or units the category should be linked to. A category must belong to at least one unit but can be linked to several units. |
Read more about the Import configuration section in the Import chapter.
Note!
Only agreements belonging to the category Vendor Agreements are visible via the Agreements button in MediusGo.Delete
To delete a category, click it in the list, and then click Delete.