---
title: "File Attachment Categories"
slug: "file-attachment-categories"
updated: 2024-10-16T18:31:25Z
published: 2024-10-16T18:31:25Z
canonical: "wiki.cobblestonesoftware.com/file-attachment-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.

# File Attachment Categories

### **File Attachment Categories**

**Master Reference Data Management: File Attachment Categories**

Contract Insight supports the ability to Manage the Files/Attachments Categories. In order to Manage the **File Categories List**, the user must be a system admin.

**Managing Files/Attachments Categories:**

Navigate to **Manage/Setup** > **Files/Attachments Categories**

![ The ContractInsight main menu. Files/Attachments Categories is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/File%20Attachment%20Categories.png)

![The File Categories List page. The Add Record button and the View/Manage link for the first item on the list are highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Page.png)

**File Categories List –** Clicking this option shows the user all the File Categories that were added in the system.

**Add Record –** Clicking **Add Record** allows a user to add File Categories to the list just like any other Add Record button in the system.

![The Add New File Categories Record page](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/New%20record(1).png)

Once all required fields and any other desired fields on the Add Screen are completed, click **Save & Continue** to save the item.

**View/Manage** - View and Manage the File Categories.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/file-attachment-categories-image-ln09gvgg.png)

**![The Record Details: File Categories page.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Details.png)**

The **Record Details: File Categories** screen displays the fields associated with this record. From this screen, manage any of the data in the specified fields by clicking the **Pencil** icon when hovering over the right of each field. Click the **Pencil** icon to the right of the field group edit multiple fields at one time.

**On the Side Menu under Actions:**

**Return to List:** If clicked, the user will return to the **File Categories List** screen.

**View History**: If clicked, the user will be taken to the **History Details & Audit Log** screen for this record.

**Delete Record**: If clicked, the user is displayed a prompt: **Are you sure you want to delete this record?**” Click **Yes, delete it** to delete the record.

**Manage Columns** - To customize the columns displayed on the **File Categories List** screen, click **Manage Columns** on the side menu.

![The File Categories List page. The Actions menu is open and the Manage Columns option is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Columns.png)

This opens the **Assign Columns to List** screen on which a user add fields to the **File Categories List** details screen.

![The Assign Columns to List Page. In the Assigned Columns, the Remove option is highlighted. In the Unassigned Columns, Add is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Columns%20details.png)

Once done assigning columns, click **Back to List** on the side menu.

**Export to Excel** – Clicking **Export to Excel** will export the **File Categories List** screen to an Excel file.

![The File Categories List page. The Actions menu is open and the Export to Excel item is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Export(1).png)