Categories

Categories are organizational units that allow you to classify the documents in a workspace for later review. Categories are applied to workbooks within a workspace. You can assign a category to a workbook when creating the workbook. You can edit a workbook to assign a different category or remove the category assignment.

Categories display in a panel on the left side of the Workbooks page within a workspace. Each category card displays a brief summary of information, including:

  • number of documents associated with the category.

  • number of workbooks associated with the category.

  • percentage of documents in the workspace associated with the category.

You can drag each category card up or down to change the order in which the categories are displayed on the Workbook page.

If a workspace has no categories defined yet, the Workbooks tab displays an empty placard with a link to create a category. If a workbook is not associated with a category yet, the left panel displays a section named No Category.

When you create a workspace based on workspace templates, default categories may also be created within that workspace. Depending on the workspace template, the default categories may be already associated with any included default workbooks.

You can assign any of the categories to any workbook, regardless of whether a workspace template was used. For example, you can associate the Redundant category with a Task workbook defined for deduplication.