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How do I create a new category in VisualVault?

The following article explains how to create a new category in VisualVault. VisualVault groups documents into categories for better organization.

To create a new category, please follow these steps:

  1. Open a browser window and go to your VisualVault Login page.
  2. Enter the following information:
    • User ID: this will typically be in the format of firstname.lastname
    • Password: the password for your account
  3. From the Documents menu, select Document Categories.
  4. Click New Categories.
  5. Enter the new category information, including the Category Name, Description, and Naming Convention.
  6. Click Continue.

This will add the new category to the vault.

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