Publication Date: 8/17/2026 Share Print

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Enter a Category with appropriate Authorization settings

TraxDoc/ Update/ TraxDoc Master/ TraxDoc Document, General Tab

The Category field is not only used to help classify the type of TraxDoc being created, but it helps configure the security and authorization settings.

When the Category field is populated, the Authorization field is automatically updated. This only takes place if the TraxDoc Category transaction code contains a Default Authorization.

Note: For more information regarding the configuration of security and authorization, refer to the Configuring TraxDoc Security and Configuring TraxDoc Authorization sections.

Because the TraxDoc is new, it must go through the basic authorization process as well as a Revision authorization. For more information refer to the TraxDoc Revision Process.

See Also

Create a TraxDoc for a Basic Document

TraxDoc Explorer: New button > Import File button

View document in Preview Tab

Top of Page Publication Date: 8/17/2026 Share Print