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Comment: Adding view documents by category

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  1. On the left hand menu, select Collections > Documents > Categories.
  2. You will see a list of your current categories. Under the list, you can add a new category.
  3. Enter the Category Name. 
  4. Optionally, you can select a parent category. This can be helpful for keeping files organized.
  5. Add a description to help explain the category if necessary.

View Documents by Category

  1. On the left hand menu choose Collections > Documents > Categories. You will see a list of your categories. If you have a large number of categories with parent-child relationships, it is also helpful to sort by Path by clicking the Path column header. This will sort the categories so parent categories are above the child categories.
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  2. Click on the number of documents (highlighted above) to see the list of documents with the given category. 

Alternate Titles

Alternate Titles can be used when you link to a document in multiple places on your site, and you need to refer to it by different names in different places. For example, a document might have a "short name" that is used in text, and a "long name" that is used in lists. Or, you may list your minutes by committee in one place, so you want to specify the date of the meeting in the title, and in another place list your minutes by date so you want to include the committee name in the title.

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