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This presentation document has been prepared by Vault Intelligence Limited (“Vault") and is intended for off line demonstration, presentation and educational.

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Presentation on theme: "This presentation document has been prepared by Vault Intelligence Limited (“Vault") and is intended for off line demonstration, presentation and educational."— Presentation transcript:

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2 This presentation document has been prepared by Vault Intelligence Limited (“Vault") and is intended for off line demonstration, presentation and educational purposes. The information is not version controlled and as such is subject to change without notice. Vault does not accept any responsibility or obligation to inform users of this presentation of such changes. This includes any copies of this presentation taken and modified outside of the Vault domain. [DISCLAIMER]

3 [Manage Contractor Categories] Introduction
Vault provides an easy and effective way of managing the many Contractor Companies that your Organisation may deal with, by sorting them into categories In this guide, we’ll show how to create, edit and delete these categories in Vault Settings, this can be found under the Profile icon at the top of the screen

4 [Manage Contractor Categories] Vault Settings, People Section
Click to expand the People section, then click Contractor Company Categories

5 [Manage Contractor Categories] Add Category
The Contractor Company Categories Register is shown, which displays all existing categories that have already been created. To add a new category, click Add, then type the name of category, then click Save

6 [Manage Contractor Categories] Edit, Delete
The new category now appears in the Contractor Company Categories Register To edit or delete an existing category, click Actions, followed by the appropriate selection

7 [Manage Contractor Categories] Using Categories
The new category may now be used when adding Contractor Companies to the Company Register, and may be used as a filter when searching or browsing the Company Register

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