You can add new Document Index categories, and rename and delete existing categories. You can also change the default folder where document references are stored.

1. To access Document Index, do one of the following:
   • In Combining, Estimating, Project Management, Production Control, and Purchasing, open the module and click Document Index/Doc Ind or press F8.
   • In Inventory, go to the Inventory ribbon tab and select Document Index.
   • In Order Entry, go to the Order Entry ribbon tab and select Document Index.

   For Combining, Project Management, and Production Control, you are asked to select if you want to open the Document Index dialog related to linked jobs.

   The Document Index - By Category dialog opens, displaying the documents referenced from the selected category. If a filename is highlighted in red, it indicates that the file cannot be found.

2. Click Edit Categories.
3. Select the category you want to modify
4. Do any of the following:

   To	Do this
   Add a new category	In the navigation tree at the top of the dialog, select the parent category for the new category. Click Add. Type a name for the new category. For example, Miscellaneous documents. Click OK. The new category is added to the list.
   Rename a category	In the navigation tree, select the category that you want to rename. Type a new name for the category. Click OK. The category name is updated.
   Delete a category	Note that you cannot delete a category that has sub-categories. In the navigation tree, select the category that you want to delete. Click Delete. To permanently delete the category, click Yes in the confirmation dialog.
   Change the folder where documents in the selected category are saved	In the navigation tree, select the category whose default folder you want to change. Click Default Directory Do either of the following: Select the folder that you want to use as the default folder. Click Make New Folder to add a new sub-folder under the currently selected folder. Then, click the sub-folder to use it as the default folder. Click OK

5. To close the dialog, click X in the upper-right corner.