Difference between revisions of "Uploaded Document Categories"

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(Created page with "right Uploaded Documents can be placed in categories when they are uploaded. The Uploaded Document Categories screen is where you create th...")
 
 
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[[File:up_cat1.JPG|600px|alt="a screenshot of the uploaded document category button, highlighted in the admin menu."]]
  
  
 
[[Uploaded Documents]] can be placed in categories when they are uploaded. The Uploaded Document Categories screen is where you create these categories.
 
[[Uploaded Documents]] can be placed in categories when they are uploaded. The Uploaded Document Categories screen is where you create these categories.
 
 
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==Creating Categories==
 
==Creating Categories==
 
  
 
The categories need to be created first, then users can choose the relevant category when they upload a document. It isn't essential for all uploaded documents to be categorised, as documents can be uploaded without being placed in a category.
 
The categories need to be created first, then users can choose the relevant category when they upload a document. It isn't essential for all uploaded documents to be categorised, as documents can be uploaded without being placed in a category.
  
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Click on "Create New Category".
  
==Examples of use==
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You can then give the category a name and a display order.
 
 
  
The main use for categories is that you can use them to order the display of uploaded documents. For example, if you have uploaded a series of .msg files to show an email history for a client, this can make the list of uploaded documents quite long. Placing them in a category of "emails" can enable a user to order the display of uploaded documents by that category, and therefore place all the "emails" together - either to find an email, or to get the emails out of the way in order to search for something else.
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When you click "Save Details", you will be returned to the display of your system's categories with the new one added.

Latest revision as of 12:35, 2 September 2024

"a screenshot of the uploaded document category button, highlighted in the admin menu."


Uploaded Documents can be placed in categories when they are uploaded. The Uploaded Document Categories screen is where you create these categories.

Creating Categories

The categories need to be created first, then users can choose the relevant category when they upload a document. It isn't essential for all uploaded documents to be categorised, as documents can be uploaded without being placed in a category.

Click on "Create New Category".

You can then give the category a name and a display order.

When you click "Save Details", you will be returned to the display of your system's categories with the new one added.