How to Create Categories in SOPs/Documents

Please watch the video below: #

Step-By-Step Instructions #

Creating new categories for your documents can help keep your files organized and easily accessible. Below are step-by-step instructions to guide you through the process of adding a new category in a document management system:

Step 1: Access the Admin Panel

  1. Log in to your system with admin credentials.
  2. Locate the Admin panel. Typically, this can be found in the top left corner of your screen.
  3. Click on the Admin panel icon to open the administration dashboard.

Step 2: Navigate to Document Categories

  1. In the Admin panel, look for a section or a menu item labeled Docs or something similar indicating documents.
  2. Click on Docs to expand the options under this section.
  3. Select Categories from the expanded menu. This will take you to the page where all existing categories are listed.

Step 3: Add a New Category

  1. On the Categories page, you will typically see a list of existing categories. Look for a button or link that says Add New Docs Category or Create New Category.
  2. Click on this button or link to start creating a new category.

Step 4: Configure the New Category

  1. You will be presented with a form to fill out for your new category. Start by entering a Name for your category in the designated field.
  2. If you want to nest your new category under an existing category, look for an option that says Parent Category or something similar. Select the appropriate parent category from a dropdown menu or list.
  3. (Optional) If your system allows, you can also assign an image to your category. There should be an option to upload or select an image.

Step 5: Save the New Category

  1. After filling out the necessary information and configuring your category, look for a button that says Add, Create, or Save.
  2. Click this button to save your new category.

Step 6: Verify the New Category

  1. After creating the new category, you should be redirected back to the list of categories, or you might need to navigate back manually.
  2. Look for your new category in the list to ensure it has been added successfully.
  3. You can click on the category name if you need to edit or review the category settings.

Step 7: Use the New Category

  1. When you go to create a new document, you should now see your new category as an option in the category selection.
  2. Select your new category when categorizing new documents to keep your files organized according to your new structure.

By following these steps, you can effectively add new categories to your document management system, helping you and your team stay organized and efficient.

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