Knowledge Base

Assign category to a file

Article ID: 253
Last updated: 10 Aug, 2021

Assigning a category to a file is a two-part process. First you assign the category, and then you define the order the item is displayed in that category

To assign the category

  • Create or edit the article.
  • Click on the plus (+) button on the right-hand side of the category field.
    This opens the Assign a Category screen


     
  • Select a category by using the text entry field at the top of the screen. You can start typing a category name to filter the category list.
    You can select multiple categories.
  • Click OK to save your changes and exit the Assign a Category screen.

On the Assign a Category screen you can also:

  • Unassign categories from this article by clicking the x button.
  • Drag and drop categories into your preferred assignment order.
  • Select which category the article will be published in, and which categories the article will be listed in.

Tips:

To quickly assign a category without opening the Assign a Category screen you can:

  • Start typing a category name and then select the category.

To quickly unassign a category without opening the Assign a Category screen you can:

  • Double-click on a category in the Category box.
    OR
  • Click on a category in the Category box, and then click the minus (-) button.

To order the category

When you exit from assigning the category the new categories are listed at the bottom of the screen. 

  • This will now contain a list of each category you have added, and an order.  By default, articles are placed at the end of the category.
  • Click on the order drop-down list beneath the category you wish to re-order
    KBPublisher order category
  • Select a new position from the list
  • Click OK to save the changes,
Article ID: 253
Last updated: 10 Aug, 2021
Revision: 5
Access: Public
Views: 9642
Comments: 0
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