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.

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