View by Category

Top  Previous  Next

 

clip0034

 

Browse categories are "secondary index" or "sort key" properties of documents that help speed up document retrieval and help organize and categorize documents.

 

Usually a custom category structure is part of an original design and configuration of an archiving environment by a developer, integrator, or administrator.

 

A Category can contain up to ten different segments, the segmentation being what drives a drill-down selection process.

 

The number of category assignments on a single document is unlimited.

 

"Drill-down" refers to navigating from a broader or higher level category down to a lower or narrower level category with fewer documents resulting along the way.

 

The first segment of a library's category list is usually a description of the type of category.

 

The sample "demo_sales" library has the following top level category list when you choose category view:

 

 

clip0045

 

 

If you click on the "Customer" link you drill down to the next segment, which is a customer name:

 

 

clip0046

 

 

Choosing the customer "EverestIndustries" then takes you into a document list that has been narrowed down to just documents for that customer, as seen below.

 

At the top of the list above the headers the category drill-down list followed is displayed (see the yellow balloon).

 

You can click on a previous level in the drill-down list to move back up the chain.

 

 

 

clip0047

 

 

 

Additional icons that are active while in category view:

 

clip0048  Select a category

 

The filter icon to the left of the drill-down list will return you to the top-level category list for the library.

 

 

clip0050 Clear category view

 

This icon clears category view, resetting the list display back to a normal document list display.