Within this article we will cover how you go can about adding a classification structure to be used for documentation.
If you have any questions or issues with the configuration please submit a ticket to our support team.
1.1.1 Creating a classification structure
- Navigate to the Filer admin centre then select ‘Configuration’ from the left-hand menu.
- You will then see a pop up and from here select the configuration that you want to manage.
- You will notice the interface will change now to show the configuration that you are currently managing in the top right-hand corner of the page.
- From here select ‘Classifications’
- And then select ‘Create’.
- You will then be presented with a menu from where you can start to setup your classification.
- From this form t straight to manage the records for your classification.
- Then select ‘Edit Layout’.
- You can then select any item in the list and right click on it to add new items, edit or delete the selected item.
- You can add containers to group together related content types, you can set this up as if it were like a folder (in which case you don’t need to select ‘Is this a content type?’), in this case add a title and select ‘Save’.
- However you can also setup a container as a content type in of itself if you check the ‘Is this a content type?’ box and this will change the form, you will then need to select a content type and you can also select the metadata that will appear when viewing the file, this can be setup differently for each content type. Once you are happy with this select ‘Save’.
- Once you have added a container it will appear as follows, to commit any changes, you have made be sure to select ‘Save Changes’
- The process of adding a content type is like that of adding a container, select a container to create this content type in and select ‘Add Content Type’.
- From here add the details as outlined before and select ‘Save’.
- Once you have added a content type it will appear as follows, to commit any changes, you have made be sure to select ‘Save Changes’
- In order to edit a container or content type you can select the item and then right click and then select ‘Edit’, you will then presented with the same menu as when you created this item and once again when you have made changes select ‘Save’ and then ‘Save Changes’.
- Finally, you can delete a classification item by select the item and then right click and then select ‘Delete’, this should be removed and once again when you have made changes select ‘Save Changes’.
- Once you have made your changes and saved these you can select ‘Classifications’ from the headings at the top of the screen to return to the Classification itself and from here if you select the ellipses and then ‘Edit Classification’ you will be able to edit the classification and will be presented with a form similar to the one you had when first created it.
- From here you can edit the name of the classification and whether the records within the classification should display a document count within the webpart, once you have made any changes select ‘Save’.
- Should you wish to manage the classification records after setting these up, you can select the ellipses and then ‘Manage Classification’ which will return you to the screen displaying your records.