Managing Categories

A category is a set of documents that can be classified under a common theme. For example, all documents generated by or belonging to Sales could be placed in a Sales category.

Documents can be organized in one or more categories, according to your business requirements.

Indexes

Documents contain key information that must be referenced to allow their identification and retrieval. The key information is called an index. For example, in the default Sales category, the indexes are CompanyName, ContactName, OrderNumber, and CustomerID.

Indexes are integral to a category and the value a document has for an index is used when searching for documents.

Index values are assigned to a document when it is stored in the Transform Content Center database.

Multi-Value Index

A Multi-Value Index is an optional feature that offers the user the ability to store multiple values within an individual index.

For information about the index settings, see Editing a Category.

Category Management

Category management tasks enable you to tailor categories to meet your business requirements. Options enable you to:

• Create categories.
• Edit categories to add or remove indexes.
• Delete categories.
• Manage scanning categories used by the OCR Pack, if your license includes this module.
• Manage users' access rights to documents in categories. See Setting up Category Security, Making Category Security Rules and Removing Category Access.
• Add Extensible Style Language (XSL) style sheets to a category, to define how documents in that category are displayed.
• Enable or disable Inbox functionality for a category. Documents stored in an Inbox-enabled category appear in the Inbox of users with access to the category. You can assign branch-defined actions, such as delete or approve, that users can apply to documents in the Inbox.