Manage Document Categories
As your electronic document library grows, you can manage your document categories in the admin console.
- Login to the admin console and open Add-On Modules > Document Library > Categories
- In the Document Category manager:
- Click [New]
- Edit the fields to suit
- Category Label - Set the category name (e.g. Health & Safety)
- Category URL - Use the default or edit for SEO purposes
NB: This field may only contain up to 50 alpha-numeric characters and hyphens. Any spaces must be replaced by hyphens.
Belongs To - Set the location of the new category in the Document Library category tree
(e.g. assign to a parent category or leave as 'Root Level' to create a new parent category)
Category Image (optional) - Set the category icon (ideal for parent categories)
- Click Save
TIPS: To edit an existing category, locate and select your category (in the Select Category section) and edit the properties in the Edit Categories section above.
To delete a category, locate and select your category (in the Select Category section) and click [Delete].
NB: Before you delete a category, ensure that the category is empty (i.e. move all documents to a new category).
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