The documents in your management system are published in appropriate categories and created based on a logical structure aligned with the company’s organization and document ownership.
Under Documents » Navigate, you create the structure where your documents will be published.
Create a Main Category
Start by adding a main category. Main categories can represent your site’s Companies or Units.
In the example image, four main categories have been created, three of which have subcategories indicated by arrows (>) displayed to the left of them.
Create a Subcategory
To create a subcategory, select the main category so that the plus sign (+) appears.
Subcategories can represent, for example, the departments or processes of the main category.
The example image shows that Företaget AB has four subcategories, with HSE having two additional subcategories (Environment and SAM).
Category Abbreviation and Symbol
When creating a category, you can assign an abbreviation to the category and change the symbol via the icon settings by clicking the existing symbol.
The abbreviation can be used in document names during publication. In the icon settings, you can choose a symbol and set a background color. Alternatively, instead of a symbol, you can name the category with up to three letters.
Modify Category Structure
Categories are added from top to bottom, but if you wish to change the order of categories, you can do so within the same category level easily using “drag and drop.”
Only Documents Relevant to Me
This feature is enabled by the individual user, meaning that when the function is activated, only documents specifically relevant to the user’s work will be displayed.
In the example, Kim, as an administrator, has access to all documents. However, with the feature enabled, only the locations in the category tree where the documents relevant to Kim are published will be displayed.
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Last updated: 27 January, 2025