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How do I manage Categories in Technical Specification?

Table of Contents :

How do I add a new category?

1. Login to your account using the username and password provided.
2. Hover over the Master tab.  
3. Hover over Technical Specification Templates and Click on Category Master tab.  
4. Select Client.
5. Click on ADD Button.
6. Enter Category Name.
7. Click on SAVE button.

How do I delete a category?

1. Login to your account using the username and password provided.
2. Hover over the Master tab.  
3. Hover over Technical Specification Templates and Click on Category Master tab.  
4. Select Client.
5. Select Category from the grid.  
6. Click on DELETE button.
7. It will open popup. Click on OK button.

How do I edit a category?

1. Login to your account using the username and password provided.
2. Hover over the Master tab.  
3. Hover over Technical Specification Templates and Click on Category Master tab.  
4. Select Client.
5. Select Category from the grid.  
6. Click on EDIT button.
7. Edit Category Name.
8. Click on SAVE button.

How do I view audit trail?

1. Login to your account using the username and password provided.
2. Hover over the Master tab.  
3. Hover over Technical Specification Templates and Click on Category Master tab.  
4. Click on AUDIT TRAIL button. It will open new window.
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  1. Lauren Partridge

  2. Posted
  3. Updated

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