Overview:

Category Hierarchy provides a customisable classification for document Register Types. They are set up similar to file folders that can be nested within each other. First, a Category must be chosen from the dropdown. Currently, Document Register exists by default for the Documents module. The top level folder functions as the Document Type in Register Types, while the sub folder is used as the Category field in Documents entry.

Screen Guide:

Open

Select the Document Register category as it is the base for all document types. If the Document Register category does not exist, then use the + New Category button.

The first level of items specify the available Document Types, while the lower levels (i.e. from level 2 onwards) define the classification structure for the Document Type.

Once you select a Category, folders can be expanded by clicking on the caret '>' and you can right click on an existing folder to open the dropdown menu:

• Create adds an additional folder, which can be dragged to a different position on the screen.

• Rename lets you change the name of the folder that was clicked on.

• Delete will attempt to remove the folder.

• Open All expands all folders to show the subfolders.

Next Steps:

Once you have created the desired folders and subfolders, you can use them in Register Types and Documents.