To access the documents easier, you can create hierarchy categories and link the documents to the related categories.
It can be used for these purposes:
- Related Products
- Related Process
- Organization Units
- Implemented Standards and systems
On the Document Category page, the hierarchy list of the categories is on the left side, when you select one of them, the list of documents will be loaded on the right side.
If the selected category has sub-item(s), the list also includes the assigned documents of all of the sub-categories.
To create a new category, click on a 
button from the action bar, and fill the required fields then click on a
button.
If you leave "parent" empty, a new hierarchy will be created, otherwise, the item will be a sub-category of the selected "parent" category.
"Index" helps to get a customize ordering for the list of categories.
To Modify a category, select it from the list first, click on a 
button, do the modification and then click on a button.
To create a new document type, click on a button from the action bar, and fill the required fields then click on a button.
To Modify a document type, select it from the list first, click on a button, do the modification and then click on a button.
To Delete a document type, select it from the list first, click on a 
button, if you are sure about it, click on a 
button.
Note: if the selected category is assigned to any documents, you will not be able to delete it. you can make it inactive by making the "Active" checkbox unchecked!
Note: if you delete a category, all of the sub-categories of it will be deleted too!
TO add a document to the category, select the group from the left side list, click on 
then find the document you want in the opened dialog.
You can also choose several items using the checkbox on each row, then click on the 
button to add them to the selected category.
To remove document(s) from the category, choose them from the right side list, by making the checkbox on the first column checked, then click on the 
button.
1 Comment
Chris Gilhooly
Hesam Shojaee Edits (edited lines denoted in red)
To access the documents easier, you can create hierarchy categories and link the documents to the related categories.
This can be used for these purposes:
On the Document Category page, the hierarchy list of the categories is on the left side. When one of them is selected, the list of documents will be loaded on the right side.
If the selected category has sub-item(s), the list also includes the assigned documents of all of the sub-categories.
To create a new category, click on the
button from the action bar, fill the required fields, then click on the
button.
If you leave "parent" empty, a new hierarchy will be created. Otherwise, the item will be a sub-category of the selected "parent" category.
"Index" helps to get a customized ordering for the list of categories.
To modify a category, select it from the list, click on the
button, do the modification, then click on the
button.
To create a new document type, click on the
button from the action bar, fill the required fields, then click on the
button.
To modify a document type, select it from the list, click on the
button, do the modification, then click on the
button.
To delete a document type, select it from the list, click on the
button, and to confirm click on the 
button.
Note: if the selected category is assigned to any documents, you will not be able to delete it. You can make it inactive by deselecting the "Active" checkbox!
Note: if you delete a category, all of its sub-categories will be deleted too!
To add a document to the category, select the group from the left side list, click on
, then find the document in the opened dialog.
You can also choose several items using the checkbox on each row, then click on the
button to add them to the selected category.
To remove document(s) from the category, choose them from the right side list by selecting the checkbox on the first column, then click on the
button.