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Assign New File to Category Upon Creation

jdsherman

Hello,

Current Process:

My usual process for assigning a new file to a category is:

1) Create a new file in a library

2) Right click the category in the library manger --> click modify to open up the Edit Category form

3) Find the cells in the list of "Not In Category", and then move it into the "In Category" side, hit ok or apply.

Question: Is there a way to put the new file in the category when I create it? I tried things like highlighting the category when making the new file, and various other maneuvers, but none of them work. I imagine one solution might be a SKILL script that could be used to modify the new file form to include a category choice.

 Thanks in advance!

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