Categories

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Assets can be organized in categories, which allows you to easily locate resources. To create a new category, browse to the Assets section and click on 'Manage Categories'.

Creating categories

To create a new category, click on 'New' which can be found in the top right of the screen.

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Name the category something that reflects the 'filing system' structure that will be used, and provide a short description of the category.

The alias field will be automatically populated from the title field unless manually specified - this is used to create the URL path so it should ideally contain hyphens instead of spaces.

It is possible to color-code individual categories by either typing in a hex code, or using the picker to select the color.

To publish a category and make it available for assigning assets, 'yes' should be highlighted - if the category should not be published click on 'No' to set the category as unpublished.

To save the changes and continue editing, press 'Apply'. To save the changes and go back to the categories screen,

press 'Save & Close'. To cancel changes and return to the categories screen, press 'Cancel'

Editing categories

To edit a category, either click on the category name, or click on the arrow beside the checkbox and select 'edit'. The same screen as above will be displayed, however the fields which have previously been populated will already have content - which can be edited and saved as above.

Managing categories

Categories can be sorted by title or ID. Click on the column header to search by the required field - clicking again will reverse the sort order.

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At the bottom of the page, a dropdown allows control over the number of categories displayed per page - if this number is exceeded by the amount of categories, the pagination arrows can be used to move between pages. To change the number of categories displayed, select the desired number from the dropdown and the page will automatically refresh.

Deleting categories

Categories can be deleted by clicking on the arrow beside the checkbox and selecting delete. If any assets are currently assigned to the category being deleted, they will not be removed, but will instead display as 'Unassigned'. A warning will be displayed which alerts you to this fact when deleting a category.

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