GOLDVault User Guide > Manage Categories Screen

The Manage Categories screen is used to change properties associated with categories. Categories are system-defined and cannot be renamed or deleted, nor can you add new categories.

The top portion of the screen displays available categories, their retention events, and whether they require user access security. The bottom portion allows for changing category attributes. First, select a category in the list above, then make changes to its attributes.

Feature	Definition
Category Description	The description is system-defined and cannot be changed here.
Secured	Check this box to require user access security in order to view or edit files in this category.
Default File Type	Select the default subcategory and file type to use when this category is selected for such things as uploading files and history search.
File Retention Events	A category can have one or two events that can be used to determine when to purge files. Events for a category are system-defined. The institution can use one or two of the events defined for that category. In the screen above, files will be purged for a specific loan 36 months after the loan is paid off or 12 months after the loan application is denied. When both events could apply for the same document, the document remains on the system for the longer of the two periods. Select from the drop-down list what you want your retention events to be for this category.
File Retention Periods	Enter the number of months after the retention event to keep the document on file for each of the chosen retention events.

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