Document Categories
Organizing Documents with Categories
- Access the "Document Categories" menu item within the "Site Builder" menu group.
- Create new categories by clicking the "Create Document Category" button.
- Fill out the following fields in the Create/Edit Document Category form:
- Name (required): Enter a descriptive name for the category.
- Order (required): Specify the order in which you want the category to appear (0 by default).
- Parent: Optionally, select a parent category to create a hierarchical structure.
Assigning Documents to Categories
- Access a document's detail page and click the "Attach Document Category" button to link a category to an existing document.
Benefits of Using Document Categories
- Improved organization and navigation of documents within the library.
- Simplified search and retrieval of specific documents.
- Enhanced ability to create custom views and filters based on categories.
- Potential for better content management and maintenance.