Knowledge Base Article
How to Organize Documents by Category
Document categories help you organize and find documents quickly.
Why Use Categories?
- Group related documents together
- Make searching easier
- Allow filtering by category
- Create a logical document structure
Assigning a Category
- When uploading or editing a document, find the Category field
- Select an existing category or add a new one
- Save the document
Creating Document Categories
Document categories can be managed through Classification Codes:
- Go to Classification Codes
- Find Document Categories
- Add new categories as needed
Example Categories
- Policies and Procedures
- Board Documents
- Financial Reports
- Marketing Materials
- Grant Documents
- HR Documents
- Training Materials
Filtering by Category
On the Document Library, use the category filter to view only documents in a specific category.
