Managing categories and category groups
How to open the category manager
From the Categories explorer click the cog in the bottom left hand corner of the categories tree to open the Category manager.
In the Category manager window you can configure categories and category groups. You can also delete categories or groups, duplicate existing categories or import categories from other repositories.
Creating document categories
Categories are created using the Categories wizard, which consists of 9 steps to allow you to create a category with all the functionalities of R2 Docuo.
You do not have to complete all the steps of the wizard, you can create categories without fields, without attributes, without a process, etc. Clicking Finish at any stage of the Wizard will save the changes and close the Categories wizard.
From the Category manager click the "New category" button and the Categories wizard will open:
In the Start step, you can define the category name, code and if necessary a default location.
The name serves to identify the document category.
The code is a prefix that will appear in front of the document's name. It is automatically assigned to all documents belonging to the same category along with a sequential number consisting of 6 digits.
Open document details with double click
Marking this check sets the category so that when you double-click the documents in the category, the Document Details window is opened instead of opening the main file.
The default folder establishes a fixed path for all documents belonging to the category.
Clicking "Finish" will save the changes and close the Categories wizard. The category you have created will appear in the category tree.
Later on in this document you will find detailed information about the steps involved in configuring a category.
Creating category groups
Category groups allow you to group categories together by area. You can create them from the Category manager window by clicking the "New group" button that appears on the button bar when you select "All".
Clicking "New group" will open a window where you can enter the group's name.
Clicking OK will create the category group with the name you have entered.
Assigning categories to groups
Each category can only belong to one group. To assign a category to a group you need to select the category and while holding the selection, drag it to the required group.
De-assigning categories from groups
To de-assign a category from a group you need to select the category and while holding the selection, drag it to the "All" folder.
To delete a category it must be empty, it cannot have any document assigned to it.
Categories are deleted through the Category manager window by clicking the "Delete" button which appears on the button bar when the category is selected.
A message will appear to confirm that you want to delete the category, and clicking OK will delete it definitively.
Deleting category groups
To eliminate groups of categories, the group to be deleted must not have any categories assigned to it.
Category groups are deleted from the Category manager window by clicking the "Delete" button that appears on the button bar when the group is selected.
A message will appear to confirm that you want to delete the group.
Clicking OK will delete the selected category group.