Document organization allows people to easily organize topics that have a large number of documents.

If document organization is activated for a Topic, categories can be allocated to filter the Topic by when uploading files.

People can then allocate a category to the documents based on the categories available for the Topic within the Document organization settings.

The Document organization category settings available to be filtered by activating these settings are:

  • Asset
  • Customer
  • Custom label
  • Department
  • Financial year
  • Legal entity
  • Phase
  • Product or service
  • Region
  • Supplier
  • System

⚠️Good to know: If there is more than 1 category available to organize documents, the top category will appear as the parent folder within the Topic, the next category will appear as a sub folder within the Document Index.

Add Document Organization
Remove Document Organization
Edit Document Organization

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