Document Categories allow users to group Documents by category, for ease of access and management from the Document Library. Document categories could be Policies, Procedures, Guidelines and more.
In this article, you will learn about:
- Adding New Document Categories
- Selecting a Category When Uploading Documents
- Filtering by Document Category to Narrow Your Search Results
Adding New Document Categories
1) To create a Document Category, select on the Administration gear wheel from the top-right of the screen. Select Document Categories under the General section.
2) Select the + New button.
3) Enter in the Title of the new Document Category and add the Parent from the drop-down list of options. The Parent is the section the new Document Category will fit under. It is not mandatory to enter in a Parent if the new Document Category will be a parent.
4) Select Create or Create and New if you have more categories to add.
This means when you create your Documents, you will be able to add the relevant categories and filter by these categories once you've added your documents, to narrow your search results.
Once a category is created, you can set it as a default category.
Selecting a Category When Uploading Documents
When uploading documents to your Assurance Document Library, you can type to search and select from the drop-down list of Document Category.
Filtering by Document Category to Narrow Your Search Results
To narrow your search results, select the magnifier glass from the filter bar.
In the Selected Filters pop-up, type to search and add the Document Category. Select the blue Apply button to filter.
Only the Documents in that selected category are displayed in the returned results.
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