In IceViewer, Administrators can specify document categories for helping users organize their documents more easily.
Each Document Category can have a set of index fields, storing text information bounded to a document.
For example, Administrators can create an HR document category, for Human Resources documents. This category can a set of index fields, for example, First Name, Last Name, Employee Number, Hire Date, and so on. When uploading a document, the user can select what category the document should be uploaded into.
To Add a new Category, click on Add New Category button:
Enter the Category Name, and Description and Save Category.
To specify Index Fields for a category, click on a Category.
To add a new field, click on the Add New Index Field button.
The Index Fields have the following properties:
· Name specifies the name of the field. This will be displayed for the users in IceViewer.
· Description specifies a descriptive text about what information should be entered into this field.
· Type specifies what type of information this field can contain. Type can be one the followings:
o Text allows users to enter any text, digits, special character into the field.
o Number allows entering only digits.
o Date allows entering date and time.
· Maximum Length specifies the maximum length of the entered information.
Once finished configuring the Index Fields, click on the Save Index Fields button.