19.7 Setup and Configure Tool- Documents
Categories created within this section will
pre-populate to Contacts, Tasks, Appointments, Products, Projects, Knowledge
Base articles and Employees. The format is straight forward with just the name
and the option to set a Category as a default.
If you choose to have a Category as a
default then every time you go to add, scan or create a document the default
category be pre-populated in the category field and you would have to choose
another Category if necessary.