Document classification

To configure document classifications for an existing project, follow these steps.
  1. In the Category name field, type the category name and click +.
    A new category is added to the bottom of the existing categories list.
    Note: You can add up to five categories. To add more categories, contact your administrator.
  2. For every category, you can perform the following actions.
    1. To add multiple classifications, select the Multi-select check box.
    2. To mark the category as mandatory, select the Mandatory check box.
  3. To add a new classification under a category, click + Add a new label.
    The Classification name field appears.
  4. In the Classification name field, type the classification name.
    Note: To remove the classification, click X. To set the classification as default, select the Default check box.
    Note: If you do not want to define a category, you can edit and save inherited categories from the tenant setting.
  5. To remove an existing classification, click ( Remove ) next to the classification name.
  6. Click Save.