Page History

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  Image Added button from the action bar, and fill the required fields then click on aImage Added 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 Image Added button, do the modification and then click on a Image Added button.

To create a new document type, click on a  Image Added button from the action bar, and fill the required fields then click on aImage Added button.

To Modify a document type, select it from the list first, click on a Image Added button, do the modification and then click on a Image Added button.

To Delete a document type, select it from the list first, click on a Image Added button,  if you are sure about it, click on a Image Added 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 Image Addedthen 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 Image Addedbutton 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 Image Addedbutton.