In the Main Menu, click Setup, Definitions, Auto Note Categories.

The Auto Note Categories definition determines which category folders are available to organize Auto Notes. This list is empty by default. Add categories as needed.

Categories can be nested within each other. If a category is nested in another category, its parent will list under the Parent Category.

To change the order of the categories as viewed in the auto note window, see Auto Note Setup. Changing the order in the Definitions window does not change the view in the Auto Notes window.

Double-click an existing item or click Add to create a new item. The Edit Definition window will open.

• Name: Enter the category folder name.
• [...]: (Optional) Click to add the category to another category. Choose the parent category from the Definition Picker window. Categories can also be nested from the Auto Notes setup window.
  
• Red X: Click to remove a category from another category.

Click OK to save. To remove a category all together, click Delete. Auto notes in deleted categories will not be deleted.