• A role with Administrator permissions is required.
  • A portfolio is open.
  1. Go to Object configuration > Data quality criteria.
  1. Hover over the template name.
  1. Select Edit criteria.
  1. Select the item from the left-hand menu.
  1. In the Documents section, select + Add.
  1. Select the document category from the list.
  1. Confirm with Select.

In the Documents section, you can rename and delete the categories by selecting Edit and Delete icons.