To manage your documents easier you can set up document categories. Categories are like folders, where you can add certain documents to have them distinguished from the others. Later on, you can filter your documents by the category they belong to or if your role is owner or company administrator, share this category in the organization or add company users that would be automatically invited to sign or review the documents in that category.
In this article:
Create document category
1. Log in to the portal, click the "Settings" button - gear icon, that is located at the top of the right side of the screen, or click on your name for the drop-down menu to appear and click "Settings".
2. Open the tab "Document categories".
3. Click the "Create new category" button.
4. In the "Settings" section, enter the title of the category (you can also choose colour) and if you are the company account owner or administrator, choose whether you want it to be shared in the company by toggling the button.
Note: shared in the company category means that all you company users will be able to add their documents to this category. It does not mean that they will be able to see all the documents in this category.
5. In the "Users" section, you will be able to grant any of your company users access to your category.
Note: this section is only visible to the company account owner or administrator.
Click on the search bar or start entering user's name for the drop-down list of your company users to appear and select the user.
6. Once you select a user, you can choose the user's role in the documents - "Has access", "Must sign" and "Must approve". "Has access" means that all documents added to this category will be visible to this person. "Must sign" means that all documents assigned to this category will be assigned to this person to sign. "Must approve" means that all documents assigned to this category will be assigned to this person to approve.
7. In the "Advanced" settings section you will be able to choose to:
- "Limit internal information visibility" - this prevents non-company users from seeing the list of document viewers and their views or approvals in the audit trail.
- "Require qualified electronic signatures" - documents in this category can only be signed with qualified electronic signatures, that have equivalent legal effect to handwritten signatures according to EU Regulation No 910/2014 (eIDAS).
8. In the "Integrations" section you can enter the URL where signed documents (in this document category) will be returned. This functionality is available for Dokobit Portal API users. More information about the Portal API solution can be found here.
9. To finish creating a document category click the "Create" button in the bottom right corner of the window.
Create document subcategory
10. Follow the steps from 1 to 4 described at the beginning of this article.
11. From the "Parent category" drop-down list choose a category that will be higher than this subcategory you are creating.
12. Follow the steps from 5 to 8 to finish creating the category.
13. Subcategories let you create a category tree.
Edit/delete created document category
14. Open the tab "Document categories".
15. Click on the category you wish to edit from the created category list.
16. On the right side you can review category settings.
17. Click the "Actions" button and choose whether you want to edit or delete this category.
18. If you choose to delete a "Parent" category, all "Subcategories" will be deleted as well. Note: the documents will not be deleted.
19. If you choose to edit the category, finish the action by clicking the green "Save" button at the bottom of the right side of the window.
Assign document category at the time of uploading the document
20. Locate section no. 4, called "Set Document Options" and click the "Assign category" button.
21. Choose a category by checking the box on the left side of it and click "Save".
22. If you choose a subcategory, the parent category will be added to this document as well.
23. You can search a category by its title by entering it in the designated area under "Enter category name".
24. If the category with the entered title does not exist yet, you will be able to create a new category by clicking "Create".
25. You will then be able to set categories title, choose a parent category if necessary and choose whether the category is shared in the company and whether it is required to sign documents with a qualified electronic signature.
26. To finish creating the category, click the "Create" button.
Assign document category to a document when it is already uploaded
27. Select a document you want to add to a document category from your document listing page.
28. Locate section no. 1, called "Information" and click the "Assign category" button and follow the steps 21-26 described in this article.