Selecting a New Class and Subclass for a File

You can review and change the class and subclass assigned to a file on the Details tab of the file's Properties window.

Note: You should review the class and subclass assigned to a file any time you copy or move a file from one entity to another to ensure the class and subclass is still appropriate.

To select a new class and subclass for a file, do the following:

1. Locate the file in Document Central.
• Use the navigation panel to locate the file by entity. Locate and select the entity the file belongs to on the navigation panel. Then, select the File List tab on Document Central to view all files for the entity. You can filter or sort the grid on this tab as needed to find a specific file.
• Search for the file. Document offers both a quick search and an advanced search. You can use filters and wildcard characters to help you limit your search to relevant results.
2. Right-click the file and select Properties.
3. Click the Details tab.
4. Select a class from the Class list.
5. Select a subclass from the Subclass list.
6. Click OK.