COMPLIANCE QUEST – CREATE NEW CATEGORY

You can add the new value for document category by following the steps below.

  1. Go to Setup.
  2. Click on Object Manager.
  3. Search for Controlled Document Object.
  4. Click on Fields and Relationships tab from the left panel.
  5. Search for document category and click on it.
  6. Scroll down to the Values section and click on the new button.
  7. Enter the values as required, each new lines adds we value for the document category.
  8. Select the record types as required; the selected record type will only have the newly added values in the dropdown.
  9. Save.