Manage Document Categories

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 > Categories

  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).

    • Related Articles

    • Manage your PDF uploads

      When you've converted your documents to PDF format, login to your admin console and follow the steps below to upload/manage your documents. Open Add-On Modules > Document Library > Manage In the Document Manager, edit the fields to suit and click ...
    • Manage Your Account

      Update your account password Login to the portal via the Vibe.fyi app or your desktop/mobile browser Open the portal menu and select Your Account Enter and confirm your new password before saving Unlock Account (Locked Account) If you are locked out ...
    • Menu Flexi (Bubbles) & Menu Mains

      Slide Inspo Menu Flexi (Bubbles) showing 4 categories, with assigned images Menu Flexi (Bubbles) showing 3 categories Menu Mains showing 3 categories Menu Mains is designed to be very flexible with the amount of menu items you have. When you have too ...
    • 3 - Categorise Your Content

      What content do you have to work with? What can be automated to save you time? What content needs to be created? Which system would you prefer to manage your content in? A custom content stream in Your Vibe portal or an automated stream. e.g. Know ...
    • 1 - Align & Define your Vibe Team

      We are launching our visual communication channel and we are looking for content contributors! Are you passionate about producing and publishing fresh visual content on a regular basis? Do you have your finger on the pulse when it comes to what's ...