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Creating a Category in Insights
How to create custom categories in Insights for better organization
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Select Save.
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Enter a File Type Name.
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Enter a Description.
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Select "Create Category."
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Add a "Category Name."
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Choose a Color - this will determine your Portfolio Icon colors.
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Select an Icon - this will help users identify Categories distinction.
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Select Save - this will make the Category available for all users.
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Select the Category Drop Down.
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Search for your new Category Name.
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Select the new Category you just created.
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Save your File.