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Document categories

This page describes how to

  • create document tree (catecories and subcategories) to end-users

  • use smart folders for documents - also called default values for documents

Inside portal navigate to Contents > Documents

Create document category

  1. Press New-button to create category

  2. Fill in fields

image-20240102-074935.png

Create category -panel

  • Display name is shown for end users in Kameleon Office

  • Language: select language for categroy

  • Visibility: select user groups to see category or let it be visible to all

  • Click document defaults for this category to open Document defaults -panel

Document defaults / smart folder -panel

Use this panel to save default values for new documents added to this category - also called as smart folder.

Defaults can be saved for

  • Document information: Authors

  • Layout and content: Default values for layout checkboxes and template to use for softwares

  • Metafields: Metagroups to use for new documents

  • Saving: Default metafields and characters to generate filename of the document. Default location to save document

Create subcategory

  1. Navigate to category where to create subcategory
    Subcategory can also have subcategories

  2. Press New-button and select Subcategory

  3. Fill in fields in Category-panel

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