Document categories

If you're looking for a way to manage your documents more easily, in the Dokobit portal, we offer our users the possibility to create and assign document categories for your uploaded files. This function allows you to auto-assign participants with pre-defined roles to your documents, and it simplifies document search later on.

How to create document categories

1.0. In the Dokobit portal, go to your settings by pressing on the gear icon that's located at the top of the page and to the left of your name.

1.1. On the left side of the page, press "Document categories".

1.2. Press "Create new category".

1.3. A new window will open. Here you can choose between three sections: "Settings", "Users", and "Advanced". More information on these sections is provided further down.

"Settings"

Here you can enter the name of the category, choose its color, and share it among your teammates if necessary.

Note: A document category can be shared only by an account owner or administrator.

Note: A shared document category does not provide others access to all of the documents that have been added to it.

"Users"

Note: This section is available for account owners or administrators only.

This section allows you to assign specific users to a specific category. In practice, this means that once the document category is applied to an uploaded document, the users who were assigned to it will be automatically added to the "participants" list (a.k.a. the list of people with whom the document is going to be shared).

Once a user gets assigned, a pre-defined role can be chosen for them. ↓

"Advanced"

Here you can pick between two options:

"Limit internal information visibility" → This setting prevents non-company participants from being able to see others who are added as document viewers or approvers, as well as their audit trail history.

"Require qualified electronic signatures" → This setting prevents added participants from signing a document with non-QES signatures.

"Integrations"

Note: This section is visible for Portal API users only.

In this section, you will be able to enter the URL where all of the signed documents of a specific document category will be returned.

1.4. When you're done adjusting the settings, press "Create" at the bottom of the window to create the document category.

How to create document subcategories

Note: A subcategory can be created only if at least one category has been created beforehand.

2.0. Open the "New document category" window (see steps 1.0. - 1.2.).

2.1. Enter the desired name for the subcategory in the "Category name" field.

2.2. Select a "Parent category" from the drop-down list to which the subcategory needs to be added.

Note: The "Parent category" setting will not be visible if no other category has been created beforehand.

2.3. When you're done, press "Create" at the bottom of the window.

And there you have it; you've now grown a category tree.

How to edit or delete document categories

3.0. Go to the "Document categories" section of your account settings (see steps 1.0.-1.1.)

3.1. Choose the necessary category and simply press on it.

3.2. A new section will appear. Press "Actions" to open a list of options. Here you can choose whether to edit or delete the category.

Note: By deleting a parent category, all of its subcategories are also deleted. This action does not delete the documents associated with the categories.

How to assign categories to new documents

4.0. Fill out all of the necessary information in the first three steps of the document uploading process.

4.1. When you get to the fourth step, you will be given the choice to set several document settings, as seen in the image example below.

At the top of these settings, the first option is a button that allows users to assign document categories. Press this button to open an additional window.

4.2. Here you can select the necessary category/ies by adding a checkmark and then pressing "Save".

Note: If a subcategory has been selected, the parent category will also get automatically added.

Alternatively, you can use the "Enter category name" field as a search bar. If it doesn't produce any search results, you can use this opportunity to create the category by pressing "Create [category name]"