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Managing Document Categories

Updated 5/2/2026

Categories let you organize documents into folders that members can browse. To manage categories, go to Administer Site > Documents and click the Categories tab.

Adding a Category

  1. Click Add Category.
  2. Enter a Title for the category.
  3. Choose how documents in this category should be sorted:
    • Sort By: Title, Date Modified, or ID
    • Sort Order: Ascending or Descending
  4. Set the Visibility: On, Off, or Hidden (same options as individual documents).
  5. Click Save.

Editing a Category

Click the category name in the list, update the fields, and click Save.

Deleting a Category

A category can only be deleted when it contains no documents. If the Delete button is not visible, reassign or delete all documents in that category first.

Note: Setting a category to Off or Hidden does not affect whether its documents are individually visible — each document's own Visibility setting controls that.


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