Creating category

The Category module is a fundamental component of our product, designed to empower users to create distinct categories for documents at a primary level. This comprehensive documentation outlines the necessary steps within this module to effectively organize and categorize various types of documents.

The Category module allows users to establish clear and organized document categories at a primary level. By creating well-defined categories, users can efficiently classify documents and streamline document management processes.

Key Features of the Category Module

The Category Module encompasses the following key features:

Document Categorization: The module enables users to create distinct categories for documents.

Primary-Level Organization: Users can establish a structured hierarchy of document categories at the main level.

 

Accessing Category

To access the Category page, follow these steps:

1. In the main menu, under Document Definition, click Category. The Category page opens.

   

   Column header descriptions

   COLUMN NAME	DESCRIPTION
   Category name	Displays the category name.
   Description	Displays the description of the category.
   Status	Displays the active/inactive status of the category.

 

Adding category

To add category, follow these steps:

1. In the top-right corner of the Category page, click the Add button. The Add Category window opens.

   
   

2. Fill-in the details based on the following field descriptions.

   FIELD	DESCRIPTION
   Category Name*	Enter the document category name.
   Description*	Enter an appropriate description of the category.
   Status	Enable the toggle button to define the category to be available.
   * Mandatory fields

3. Click Save to save the details.

    

 

NEXT

Now that you have created a category, it's time to create a project.

 

Useful links

Accessing menus

Creating project