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.

Anyone that has access to the documents in the Topic can update and re-organize them.
 

Edit document

To edit a document organization category on a file, follow these steps:

1. From the Scorecards dashboard, select a Scorecard.

2. Select Topics from the Sub menu.

3. Select the Topic where the files are located.

4. Go to Documents, then select the Item menu next to the file.

5. Select Organize.

6. Edit the category name or select Clear.

  • Document organization name: Edit the the document category by renaming it and pressing enter.
  • Clear: Selecting Clear will remove the document organization category from the document.

7. Select Save changes.

 

Edit multiple documents

To edit document organization categories on several files within the same Topic, follow these steps:

1. From the Scorecards dashboard, select a Scorecard.

2. Select Topics from the Sub menu.

3. Select the Topic where the files are located.

4. Under Documents, select the check box next to the files that are to be edited.

5. From the Documents selected menu, select Organize.

6. Edit the category name or select Clear.

  • Document organization name: Edit the the document category by renaming it and pressing enter.
  • Clear: Selecting Clear will remove the document organization category from the document.

7. Select Save changes.

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