Category Management

Add Category

When uploading a document, you need to assign it under one category. This guide explains how to create and configure a new document category within the document product.

• Create a New Category: If the category you need does not exist, create a new one by entering a name for it.
• Set Permissions: You can restrict access to the category to specific users or roles (for example, restricting it only to account managers, like Jane). If no restrictions are applied, the category will be visible to everyone.
• Confirm Creation: Finalise the process and verify your setup by viewing the newly created category in your list.

Edit Category

This guide explains how to manage external document categories, including rules for deletion and visibility restrictions.

• Categories with Documents: Categories that already contain uploaded documents cannot be deleted directly. You must delete the associated files first before the category can be removed.
• Empty Categories: If a category has no files, it can be easily added or deleted. To remove an empty category, simply click the delete button.
• Role Visibility: You can configure role settings to determine who has access to the category (for example, setting it so that anyone can see it).
• User Updates: Once changes are made to a category's settings or status, users will see the updates reflected in their view.