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How do I create a New Category?

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  1. Click the 'New Category' button in the Entities section of the Ribbon Toolbar.
  2. This is the 'New Category' window.
  3. In this example, we will create a category called “Shared”.
  4. Click the 'Comments' tab and enter in any comments you may have regarding the category.
  5. Click the 'Sharing' tab to check off the users that you would like to share the category with.
  6. Click 'OK' to save the changes and close the window.