This page allows you to add Custom Categories to your Documents area in Ventures.

To add a Custom Document Category you have to be a site administrator.

• Click Administration in the menu at the top of the screen.
• Click on Reference in the menu on the left.
• Click on Documents in the Reference submenu.
• Click Custom Categories.
• Click Add.

• The add custom document category pop up will appear. Enter a name for the category you are creating. This is the name that will appear in the dropdown menu when a user is selecting it, so make it as descriptive as possible.
• Mark the category active. If the active box is not checked, the category you are creating will not be available for selection.
• When you finish filling out the information you need to, click save.

Items entered here appear in the drop down menu Custom Category when you are creating a web template. They are an additional way to filter documents you create in web templates.

• To edit a category click the hyperlinked description. The edit Custom Document Category pop-up will appear. Make your edits and click save.

• In general, we do not recommend deleting categories, instead if you want to remove a category as an option in your system, mark it inactive by clicking on the hyperlinked category description as seen above, and unchecking the active box, then clicking save. This will remove the category from selection in Ventures, but will not affect documents this has already been used in.

If you do want to delete a category click the X icon in the row of the category you want to delete. Confirm that you want to delete the category by clicking the delete button in the pop up that appears.

You will return to the Custom Document Category page and the category will be deleted.