Category is a classification tool for you to manage all the templates. This is a tutorial to let you know how to recategorize templates into another subcategory. You may single-edit or batch-edit by templates.

• Single
  • Issue/record - 
  • Process template-
• Batch-Edit
  • Issue/record-
  • Process template -  

First of all, please access the subcategory template list from the company level to start.

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Single

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Issue/record - 

Select the template and click the ≡ button to expand the menu. Select RECATEGORIZE. Choose one subcategory, OK to confirm the move. Done.

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Process template-

Select the template and click the ⋮ button to expand the menu. Select RECATEGORIZE. Choose one subcategory, OK to confirm the move. Done.

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Batch-Edit

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Issue/record-

Switch the mode from Browse to Select. On the select, you can select multiple templates and click the recategorize icon. Choose one subcategory, OK to confirm the move. Done.

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Process template - 

Similar step with how do we do at issue/record.
Switch the mode from Browse to Select. On the select, you can select multiple templates and click the recategorize icon. Choose one subcategory, OK to confirm the move. Done.