Configure an Attachment Category

To create an attachment category:

  1. Go to Setup > General > Attachments.
  2. Click Add category.
  3. In Name, type a name for this attachment category. If possible, keep naming conventions short due to limited space on the Roster and drop-down menu boxes.
  4. In Abbreviation, type an abbreviation for the attachment category name.
  5. Click Save.
Parent topic: Setup General