Can I move a Category to a different Cabinet?
You cannot directly move a Category to a different Cabinet.
You need to do this as follows:
Create the new Category under the required Cabinet.
Check if there are any documents filed under the Category you need to delete by displaying the All view in the documents list and use the Category as a filter.
Bulk Update to first move any documents to a different Category. Refer . Bulk Update of Filing Details Delete the old Category.
Before removing the Category this checks if it is assigned to any users or clients, or the practice in the Filing Defaults. You need to change these before you can delete the Category. Refer to Removing a Category in . Managing Categories
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