With both our Document Management and Resource system, you can manage your uploads into Categories. These categories can be setup in the same way as your web pages (Parent > Child), and with the Resources, you can limit which categories your users can access.
Both these are setup in the same way, by accessing the Documents or Resource option from the left-hand menu, and selecting the Categories from the sub-menu:
- Name - the display name for your category
- Slug - the URL-friendly version of the category name, all lower-case and splits the title by hyphens, e.g.: my-document-category
- Parent Category - If you want to create a a sub-category within a parent, choose the Parent from the dropdown
- Description - a description of your category, but is not required as will not display
Then, when uploading, select the category you want your Document/Resource to sit in by ticking the appropriate box(es) from the right-hand side:
Not found the answer you're looking for or still require further support? Email our Help desk on support@phew.org.uk, or call us on 01234 779050