Prerequisites
Admin access to ProcureDesk.
Adding a New Category
Navigate to Manage Categories:
Log in to ProcureDesk with Admin credentials.
Select Configuration and then Manage Categories.
Add a New Category:
Click on Add Category to enter category details.
Code: Unique identifier for the category. Use a simple sequence if no numbering system is in place.
Name: Display the name of the category across all documents.
Parent: Establish a parent-child relationship if there is a hierarchy of categories.
Click on Create Category to save the record.
Modifying an Existing Category
Edit Category:
Click on the edit icon next to the category you want to modify.
Update Category Details:
Make the necessary changes.
Click on Update Category to save the changes.
FAQs
What if a category is associated with an existing document?
Categories linked to existing documents cannot be deleted but can be modified.
Can I import categories in bulk?
Yes, use the Import Category option and download the CSV template. Once you have filled in the categories on the template then upload the CSV file under the Import option.