Overview: Categories

Contents

• Overview
• Pre-conditions

Overview

A category is considered a data element that is associated with documents so it is reportable and searchable. Categories are used to organize documents as a taxonomy or hierarchy and can be thought of as a folder-like structure with enhanced functionality.

• Categories can be added, edited or deleted at anytime.
• Documents can be assigned to one or more categories.
• Parent-level categories created in the Policy Management module have the option to be visible or hidden in the Policy Portal module.

Policy Management module