NOTE: This article applies to Docrio versions 3.5.1 and older. To learn about the new folder structure in Docrio v4, click HERE

You can update the categories and subcategories of your documents by updating the File Info object and updating the Document Category and Document Subcategory fields.

How to Define Categories & Subcategories

  1.  Navigate to Setup > Object Manager > File Info Fields & Relationships. 
  2. Select Document Category
  3. Scroll to Values.
    1. Select New to add a category.
    2. Select Edit to modify a category.
    3. Select Del to remove a category.
  4. Save.
  5. Repeat for Document Subcategory.
  6. Save.

Define Parent Categories

You can control where each subcategory populates by updating the field dependencies on the Document Category field.

  1. Navigate to Setup > Object Manager > File Info Fields & Relationships. 
  2. Select Document Category
  3. Scroll to Field Dependencies > Edit.
  4. Include/Exclude Document Subcategory values for each Document Category.
  5. Save

Refer to this Salesforce Guide for more information about field dependencies.

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