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Classification Codes, Working with Document Categories

Documents can be classified using document categories. Document categories are considered a classification code. Argenta comes loaded with common document categories to help you get started, but you can change them at any time. You can add or delete any document category by selecting Operations or Classification Codes > Document Categories from the Argenta main menu on the left hand side of the screen.

 

 

View The Total Number Of Records
Above every list is a pink label that displays the total of all items currently displayed in the list. This is a quick and easy way to count list items. 

 

Search The List
All classification code lists can be searched by the code’s title. Enter the title of the code you are looking for into the search field to search the list.

 

Export The List To Excel
Argenta contains many reports, charts, graphs, and statements, but it may be necessary to manipulate your own data. You can work with your data anyway you want by exporting it to Excel. Every List in Argenta had an “Export List To Excel” button above the list. Clicking the button exports the data currently displayed in the list to Microsoft Excel. If you have filtered the data by specific criteria, only the result set will be exported.

 

To Add A Document Category
Click the “Add a New Category” button above the list. The “Add A New Document Category” window will come up…

 

 

Type a name for your document category and click the “Add This Document Category” button. The window will close and the new document category will display in the list.

 

To Remove A Document Category
In the document category list, click the corresponding “Delete” button to remove the document category from Argenta. Document categories that are already in use cannot be deleted. You will receive an alert indicating that you cannot delete the document category because it has been used to classify a Document. If you still want to delete it, you can find the Documents associated with it by filtering the Document list, reclassifying all associated Documents, then trying again to delete it.