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

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.

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

Create subcategory

• Navigate to category where to create subcategory
  Subcategory can also have subcategories

• Press 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