---
title: "1.8 Manage Gateway File Categories"
slug: "18-manage-gateway-file-categories"
updated: 2024-01-30T19:19:13Z
published: 2024-01-30T19:19:13Z
canonical: "wiki.cobblestonesoftware.com/18-manage-gateway-file-categories"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 1.8 Manage Gateway File Categories

### **Manage Gateway File Categories**

**File Categories**

With CobbleStone® Contract Insight Enterprise Edition and the optional Vendor/Client Gateway, system administrators can limit the file categories available for selection by users via the Gateway.

**Note:** Images below may not reflect the configuration in your system and are for illustrative purposes only.

**Viewing Defined File Categories** 1. Via the main menu, navigate to **Manage/Setup** - **File Attachments/Categories**.

![Description: Navigating to Files/Attachments Categories through side menu](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666125783081.png)

2. The **File Categories List** displays and offers numerous pieces of information regarding each category. To modify the information displayed, on the side menu, click **Manage Columns** (not pictured).

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1.8-manage-gateway-file-categories-image-oxdm12pn.png)

A. **File Category Name:** The name given to the category

B. **Collaboration Type:** Defined as Internal for use in CobbleStone® only or as Gateway for use in CobbleStone® and in the gateway

C. **File Category ID:** The ID applied by CobbleStone® to the line item

**Adding File Categories**

System administrators may add new file categories for internal or gateway use at any time.

1. Click Add Record.

![Graphical user Interface: Selecting Add Record to create new File Category](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(154).png)

2. Enter the new Category Name.

3. Select the Collaboration Type, either Internal or Gateway.

![File Categories Record selecting Collaboration type and Setting Category Name](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3(112).png)

4. Click **Save & Continue** to commit the new category to the system.

5. The File Category List page displays.

**Editing File Categories**

System administrators may also manage or delete defined categories.

1. For the desired line item, click **View/Edit**.

![File Categories List View/Manage File Category ](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4(86).png)

2. The **Record Details: File Categories** page displays. Edit the Category Name and/or the Collaboration Type by clicking the pencil icon ( that appears when the field is hovered over. Alternatively, click the pencil icon next to Details to edit multiple fields at once.

![Record Details File Categories, Pencil Icon to edit the field group](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/5(51).png)

3. A pop-up window appears. Make any changes necessary.

4. Save any changes made.

**Deleting a Category Type**

1. As above, click **View/Manage** for the desired line item.

2. The **Record Details: File Categories** page displays. On the side menu, click **Delete**.

![Side Menu option to Delete Record](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666126155407.png)

3. The record is removed and the category list displays.

**Note:** Before deleting a file category, ensure files are not using the category in question. If any files are using a deleted category, those files have their categories removed (but the file remains).

**File Categories List Side Menu Options**

The side menu of the File Categories List offers two options:

![File Categories list Side Menu options ](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1666126365710.png)

A. **Manage Columns:** Add or remove columns displayed on the File Categories List page

B. **Export to Excel:** Export the displayed columns to an Excel file