Document Categories enables you to group Documents by Category you define. Example Categories Policies, Procedures, Guidelines and more.
To create a Document Category, click on the admin gear wheel, then select Document Categories:
Here you will see the list of your Document Categories.
To create a new Category click on +New:
The new Document Category pop-up will appear, You can enter the Title and select a Parent Category if the Categories are set up in a hierarchical structure.
You can then select the Icon and the Colour for the category. If you have brands enabled you can also associalte a brand with this category (The brand will change the Logo that is displayed when someone is viewing a Composed Document)
Then click Create, or Create and New if you want to keep making categories. You can rearrange the categories in your system by clicking on them, then selecting the drag handle and moving the category where you want it:
Clicking on a category also gives you the option to Rename or Retire the category.
Please Note:
- Categories can be created by anyone with at least Administrator rights in Folio.
- Document categories can be used to restrict user access to particular Documents.
- Publicly accessible overrides the Category based access rights of documents. If a Document is publicly accessible it will be visible to those it has been shared to, irrespective of whether they have rights to that category.