Add categories to documents

Add categories to your documents to quickly filter documents on display with the Dropdown List widget. 

Creating categories

1. To navigate to the Document and Media Manager area, first click into Site Settings, and then select Documents and Media. 

Alternatively, click on Dashboard, then click the Documents and Media tile.

2. Click on any document in any folder, and then click the Edit (pencil) button

3. Click on Manage Categories and then name your Category as appropriate

4. Next, click the + Add Categories button

Here is a list of Categories created as an example:

5. Next, click the Settings tab, and tick the box to add the relevant Category to your document. Then, click Save

The category is now displayed under the document

See more:

• Displaying a Document Using the Document List Widget