Manage Document Categories

As your electronic document library grows, you can manage your document categories in the admin console.

1. Login to the admin console and open Add-On Modules > Document Library > Manage
   
2. In the Document Category manager:
   
1. Click [New]
   
2. Edit the fields to suit
   
   
1. Category Label - Set the category name (e.g. Health & Safety)
   
2. 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.
3. 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)
   
4. Category Image (optional) - Set the category icon (ideal for parent categories)
   
   
3. 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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