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
Press New-button to create category
Fill in fields
![image-20240410-122806.png](../__attachments/2165735476/image-20240410-122806.png?inst-v=8690ad20-b927-47ca-a27e-c7575f353499)
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
Document defaults / smart folder defaults
After creating the document category, you can save default values for new documents added to this category - also called as smart folder.
Open the document category and click Category defaults.
![image-20240410-123150.png](../__attachments/2165735476/image-20240410-123150.png?inst-v=8690ad20-b927-47ca-a27e-c7575f353499)
Defaults can be saved for
General: Authors
Layout: Default values for layout checkboxes and template to use for softwares
Templates: Layout templates to be used in Word, Excel and PowerPoint documents
Metafields: Metagroups to use for new documents
Saving: Default metafields and characters to generate filename of the document. Default location to save document
![image-20240410-123317.png](../__attachments/2165735476/image-20240410-123317.png?inst-v=8690ad20-b927-47ca-a27e-c7575f353499)
Create subcategory
Navigate to category where to create subcategory
Subcategory can also have subcategoriesPress New-button and select Subcategory
Fill in fields in Category-panel
Subcategory inherits the default values of the main category, but you can change your own default values for it