Difference between revisions of "Uploaded Document Categories"

Revision as of 09:39, 16 July 2014

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 the "Uploaded Doc. Categories" menu item - Administration > Security > Uploaded Doc. Categories.

File:UDC 1.png

This will show you the categories set up on your system, if there are any. Click on "Create New Category".

File:UDC 2.png

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

File:UDC 3.png

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

File:UDC 4.png

Examples of use

Ordering display of documents

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.

Rob Kay - manual author (talk) 10:44, 24 April 2014 (BST)