Organize with Ease: Document Categories
Categories make your document library easier to browse and manage.
By sorting documents into clear topics or themes, you help your members find what they need faster.
Whether you're sharing guides, reports, presentations, or other resources, categories keep everything tidy and accessible.
🗂 Assigning a Category to a Document
When adding a document, you can choose a category from your existing list or create a new one on the spot.
Open the Documents module and click Add Document.
Fill in the required document details.
When prompted, select a category from the existing list.
Don’t see the right one? No problem — you can create a new category directly in the settings.
➕ How to Create a New Document Category
To add new categories (or subcategories), follow these steps:
1. Go to the Documents module and click on Settings to expand the list
2. Click on the Categories section
3. Click Add Category
4. Enter the category name.
5. (Optional) Add a Subcategory to organize your content further.
6. Click Update Changes to save.
Once saved, your new category will be available to assign to any document moving forward.
📊 Track Categories and Document Stats
Inside the Categories settings, you’ll find helpful insights:
See how many documents are assigned to each category.
Monitor how your content is organized at a glance.
Use this info to keep your library well-balanced and up to date.
Pro tip: Thoughtfully named categories not only help with organization, they improve discoverability and user experience across your platform.
Let your content do more by keeping it structured, searchable, and smartly categorized.