Add subcategories to a document category

User role: System Administrator, Knowledge Administrator

All documents in the knowledgebase are assigned to a document category. The document categories order documents into top-level categories and subcategories. Each subcategory has a parent category that is the category immediately above it in the ordered list of categories.

To add subcategories to a document category, follow these steps:

  1. Click Knowledge Management > Configuration > KM Document Categories.
  2. Select a top-level category.
  3. On the Subcategories tab, click New.
  4. Type the name of the new subcategory.
  5. Click Add.
  6. You can continue adding subcategories by clicking New Subcategory, or you can begin to specify permissions for the subcategories.
  7. Click Save to continue saving your changes.
  8. Click OK.