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Categories can be broken down into subcategories based on the entries in a keyword dictionary or primary field. These subcategories then allow document permissions to be set for each entry.  In addition subcategories can be used to refine retention policies. (e.g. a keyword dictionary with department names could be used to exclude documents from a certain department from a retention policy).

 

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When using a primary field, the unique identifier MUST be an integer, but the dependent fields will be shown in the name column.

 

Right-clicking on a specific subcategory opens a context menu. Note: only for keyword dictionaries.

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Edit Subcategory...

Opens the relevant keyword dictionary.

 

Right-clicking on a subcategory opens another context menu.

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Security...

This displays the security dialog for the selected subcategory.  Security settings are the same as those for a category and enable document permissions to be based on individual values.

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