- A role with Administrator permissions is required.
- A portfolio is open.
- Go to Object configuration > Data quality criteria.
- Hover over the template name.
- Select Edit criteria.
- Select the item from the left-hand menu.
- In the Documents section, select + Add.
- Select the document category from the list.
- Confirm with Select.
In the Documents section, you can rename and delete the categories by selecting Edit and Delete icons.