How to: Create Document Categories

How to: Create Document Categories



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Categories Overview

By default, the content contained in your app is displayed as a simple library of documents. However, it is also possible to split your content in to multiple document categories.

Document categories are a great way to present multiple sets of content, in an intuitive format.

Document categories are not distinct content silos - one document can be made available in multiple categories.

If an app user has access to a document, they will see category headings for every category where the document is available.



Accessing Document Categories Configuration

To access category configuration options:

  1. At the app level, enter the Content tab.




  2.  Within the Content tab, click the Categories tab






Enabling and Disabling Categories

Categories are an optional feature, which can be turned on and off at any time.

When you first build and configure your app, categories will not be enabled.

To enable categories, navigate to the Categories section of the Content tab (as above).



Read through the information about enabling categories, tick the box to indicate your understanding, then click the Enable Document Categories button.



Once you have enabled categories, the Categories section of the Content tab will display some category management functions.

You can always disable categories by clicking the Stop using Categories link.



When you enable categories, an 'Other' category will be created and set as the default category.

You can delete this category, but you must always have a default category chosen.




Add a Category

To create a new category, click the + Add Category button.



Enter a Name for the category, which will be displayed in the app.

You can include an Icon for the category, which will also be displayed in the app.

Use the Change button to choose from a page of available icons. If you do not wish to use an icon for the category, click the No Icon button.

Once you have set the name and icon, click the Add button.



Your category will be created, and you will be taken back to the main categories view.

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