Organizations Categories

Create a category and use it as a section of your organization when publishing documents and forms.

How to create category

  1. Login to your account or register if you do not own one yet. It’s FREE!
  2. Go to your dashboard.
  3. Click on Organizations link on the left navigation panel.
  4. Click on icon and select Categories.
  5. Click on ‘Add category’ button to open category creation dialog.
  6. Enter category name.
  7. Select category type: ‘files’ or ‘forms’ from dropdown.
  8. Click on ‘Add’ button to save category.

How to use category

  1. Login to your account or register if you do not own one yet. It’s FREE!
  2. Go to your dashboard.
  3. Click on Organizations link on the left navigation panel.
  4. Click on organization ‘name’ to navigate to the organization documents.
  5. Click on Upload button and upload a document.
  6. Wait until uploading and processing is complete, then click on icon.
  7. Select required category from drop down to publish document or form in it.