Embedded Files
With Document Manager, effortlessly update document properties(metadata)details of a file to include details such as Document Number, Document Title, Category, Description, and Tags.Â
You can easily organize and identify these details later by including them in the document properties for your files.
You can also search for documents based on their properties or insert them into your documents.
Access the Document Properties for a file by clicking the icon under the "Action" column in the list view and keying in the details in the Properties tab.
Document Properties icon
Document Information in Properties
Assign Categories for a Document
Assign Categories for a Document
Document Properties includes a custom property called "Category" that allows organizing and classifying documents according to specific criteria defined by the user. Users can assign categories to a document by selecting from a drop-down list. This list displays values set by administrators, making it easier for users to select relevant categories. The system allows users to assign one or more categories to a document. This flexibility enables a more detailed and nuanced categorization of documents based on their content or purpose.
From the Category drop-down list in Document Properties, click the checkbox to select one or more values from the list.
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