Document category

Each file can be assigned a category, based on the type of document it is. For example, an HR document can be assigned the category Employee contract.

These categories can be displayed in the grid view in document tab, or in folders. They can also be used in Advanced search to further filter out results, and can be saved as part of filters.

Assigning document category during upload

• Choose the file(s) you want to Upload

• In the document details, choose Document category and select the one you want

If no categories are available in the dropdown, contact your organization’s admin, as these categories have to be created in administration.

After the document is uploaded, the document category can be made visible as a column in document view.

How to adjust which columns are visible in the view is described in the Status overview chapter.

Adjusting or adding a document category

You have the option to add a category to documents that have already been uploaded.

You can do this by either accessing the Context menu in the documents tab/folders and selecting Edit details.

Or in Document preview in Document properties there is a button Edit details.

A pop-up window will appear, where you can adjust any document details and either change a document category, add one, or remove it if needed.

Document category in Advanced search

You can use document categories as a parameter when searching through your files in Advanced search.

The categories can also be saved as part of filters.