
[Workflow Management] To set a form category

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STEP 1 Browse to Common Doc Form Management Page
- Access Docswave > Admin > Workflow Management > Common Doc Form Management
STEP 2 To create a form category
- You can create a new form category by clicking the + icon to the right of the common form.
- Enter the desired category name in the space created at the bottom of the category and click the check button on the right.
- If you click the Add button with the desired category selected, you can create it as a subcategory for that category.
- You can hide or show subcategories by clicking the folder shape to the left of the category.
- The categories you create are included in the document number.
- Category Name_Date_Number
STEP 3 modifying, deleting form categories
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Hover your mouse over the category you want to modify to activate the pencil-shaped Modify button on the right.
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You can modify the category name by clicking the Modify button.
- After selecting the category you want to delete, you can delete the category by clicking the Trash icon at the top.
- Forms that belong to the deleted category are included in the top category.
STEP 4 To move the order of the form categories
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Click the category name and navigate to the desired location.
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After moving to the desired location, you can save the location by clicking the Save button at the bottom.
- You cannot create, modify, or delete categories when you move the location. Click the Save button to save the location and proceed.