Help System

Filing Cabinet

EDIT FILE CATEGORIES

Editing File Categories:

Click on Edit File Categories.
Select the file category you wish to change.
Make your updates.
Hit Save.

Sorting File Categories:

Click on Edit File Categories.

Enter the order you wish the categories to display to the left of the category name.

Click the Save button after each/all changes are made.

Category ID:

Each category and subcategory is assigned an ID number so you can create a goto page or Quick Link directly to a particular category.

Click on the ID link to the right of the category. The system will take you to the front end URL. Copy the URL and paste into a Quick Link or goto page.

Deleting File Categories:

Click on Edit File Categories.
Select the file category you wish to delete.
Select the checkbox below the Save button - To completely delete this category and subcategories - check this box, then SAVE above.
Hit Save.

Please note: you cannot delete a file category that has files attached to it. You must first delete the files via the Edit File area then delete the file category.

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