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Set Up Document Categories

Create document categories, choose how they appear in the portal, add subcategories, and link pages or documents to them.

Written by Cristina Gruita

This article explains how to create and manage Document Categories in the portal. Document categories help you organise documents, control how users can access them, and link related pages or files together.

Create a Document Category

  1. Log in as an Admin user, then click Admin Control Panel.

  2. Click Content, then click Document Categories.

  3. Click Add New Category.

  4. In the Name field, enter the name of the document category.

  5. In the Visibility field, select one of the following options:

    • Listed – The category is shown in list views, such as the Documents tool.

    • Linked – The category is only available when users are given a direct link to a document in that category.

    • None – The category is not accessible through the parent portal.

  6. If required, click Add Subcategory to add a subcategory. You can add multiple subcategories if needed.

  7. If required, click Link to link specific pages to the category.

  8. If required, click Document to link specific documents to the category.

  9. Click Save Changes.

The document category is now available to use.

Understand the Visibility Options

Choose the visibility setting carefully depending on how the category should be accessed:

  • Use Listed if users should be able to browse to the category through document lists.

  • Use Linked if the category should only be accessed through direct links.

  • Use None if the category should not be visible through the parent portal.

Add Subcategories

If you want to organise documents further within a main category:

  1. Open the document category.

  2. Click Add Subcategory.

  3. Enter the subcategory details.

  4. Repeat as needed for additional subcategories.

  5. Click Save Changes.

Subcategories help keep documents grouped more clearly.

Link Pages or Documents

You can associate pages and documents with a category so related content is grouped together.

Link pages

  1. Open the document category.

  2. Click Link.

  3. Select the page or pages you want to associate with the category.

  4. Click Save Changes.

Link documents

  1. Open the document category.

  2. Click Document.

  3. Select the document or documents you want to associate with the category.

  4. Click Save Changes.

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