Categories
On this page, you can see your personal categories, i.e. topic-related groups to which documents can be assigned.
You can create a category using the New category link and you can delete one using the Delete category link. Categories can also be moved Up and moved Down in the Categories tree.
Editing categories
If you need to edit a category, select it from the Personal categories tree and configure its settings as required:
General tab
On this tab you can edit the following properties:
Display name |
The display name of the category. |
Code name |
The code name of the category. |
Parent category |
The parent category under which this child category is put. Use the drop-down list to move the category under a different category. |
Description |
The description text of the category. |
Enabled |
Indicates if the category is enabled in the system. Documents cannot be assigned to categories that are not enabled. |
Localization expressions, i.e. Localize other languages (), Remove localization () and Localize (), are described in detail in the Localization expressions topic in the Development -> Multilingual and international support section of the Developer's Guide.
Documents tab
On this tab you can view a list of documents which fall under the given category, together with some important document details, e.g. document name, document type, document modification stamp etc.
After clicking the icon in the header of the Actions column, a context menu is displayed, offering options for export of listed data to various types of files.
Categories tab
On this tab you can Edit () and Delete () categories and you can also view categories details, i.e. their child categories, categories status and the number of assigned documents.
After clicking the icon in the header of the Actions column, a context menu is displayed, offering options for export of listed data to various types of files.
Detailed information about the Categories module can be found in Developer's Guide -> Modules -> Categories.