The user file category allows you to create a drop down list of file categories that internal users select from when uploading a file to a contact, lead, or member. These categories are used as labels to help easily identify files that have been added. For more information about uploading a file, see Uploading files to the Activity Feed.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
To Add a User File Category
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Profile screen appears.
Select Custom Fields in the side menu and then the File Categories tab.
The Company option appears. Select the User tab.
Click the Add button.
In the File Category Name field, enter the file category name.
Click Save.
TIP: The next step in the Kube system setup process is to add email campaign categories. For more information, see Adding an email campaign category.