Document Categories

Document Categories organize your Document Library into clear sections that members can browse on the website. You can create a flat list of categories or build a parent-child structure for more complex libraries.

Creating a category

1. Go to Document Categories under Site Builder.
2. Click Create.
3. Enter a clear Name that members will understand — this becomes a heading on the website.
4. Set the Order if you want this category to appear before the default alphabetical sort (leave at 0 for most categories).
5. Choose a Parent if this should be a child category nested under another one. Leave blank for top-level.
6. Save.

How categories work

Categories become the grouped headings around documents on the website. Parent categories appear first, with child categories displayed underneath.

A document can belong to more than one category — useful when a file fits multiple topics (like a renewal form that belongs in both "Forms" and "Member Resources").

Categories organize content, but they don't control access. Document permissions are set on each document individually.

Sorting

Categories sort by Order first (non-zero values before zeros), then alphabetically by Name. The same applies to child categories within a parent.

Only assign non-zero Order values when you need a few categories to stay near the top. For most categories, 0 and the default alphabetical sort work fine.

Example structure

• Board Documents
  • Meeting Minutes
  • Agendas
• Member Resources
  • Forms
  • Handbooks

For categories that accumulate many documents over time — like reports or board meeting minutes — consider organizing by year with child categories (e.g., "Meeting Minutes" → "2024", "2025", "2026"). This keeps the library manageable as files build up.

Tips

• Keep the top level simple so members don't have to scan too many headings.
• Use child categories only when they make browsing genuinely easier.
• Review category names occasionally to make sure they still match how your club talks about its materials.
• Before deleting a category, check whether any documents are still assigned to it.

Related topics

• Document Library - Manage files, permissions, and direct document links.
• Page Content Sections - Documents Section - Show selected categories on a page.
• Permissions and Access Control - How document permissions work.