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Step 10: Assign Business Categories

Specify product and division information for the matter.
  1. From the Business Categories page, specify product and division information for the matter.
  2. From the drop-down menus under the "Product/s" and "Department/s" headings, select applicable categories for the matter. After you select a category, another drop-down list may appear with more detailed subcategories.
  3. Continue to select options from the drop-down lists to categorize the Product and Department.
    You can also click Look-Up to enter a search term to find a specific Product or Department.
  4. Click Next to save and move on to the next page.

 

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