Categories for the Document Management System

Organisation Admins can manage the categories for uploading files to the Document Management System (DMS).

They can add new categories for different kinds of documents and delete categories based on need.

Category permissions can also be modified for different kinds of contacts and users.

Contents 

• Add Categories
• Delete Categories
• Category Permissions 

Add Categories 

Organisation Admins can view and add new categories by going to the Settings page and selecting 'Categories'.

To add a new category, click the '+ Category' button.




When the 'Add New Category' window opens, enter the new Category name.

Make sure there aren't any errors then click 'Save'.

Delete Categories

Any category can be deleted from the 'Categories' section of the Settings page. To delete a category, click the three dots on the right of the row then select 'Delete'.

When the pop-up appears to confirm whether the category should be deleted, click 'Confirm'.

If the category doesn't need to be deleted or was selected in error, click 'Cancel'.

When a category has been deleted, the category is no longer available as an option to upload new documents. The category will still appear for any previous documents that have been assigned to that category.

Note: Default categories can't be deleted.

Category Permissions 

Organisation Admins can choose which Document Categories are shared with Committee Members, Owners, Building Managers, Strata Managers and Building Inspectors. All category permissions are set from the 'Categories' section of the Settings page.

If a category should be shared with a Committee Member or Owner, the Organisation Admin can simply click the check box under 'Committee Members' or 'Owners' in the row of the Document Category.

To share a category with a Building Inspector, Building Manager or Strata Manager, click the check box under 'Building Inspector', 'Building Managers' or 'Strata Managers'.

All files assigned to the category in the Document Management System will now be shared with the selected contacts or users.





Clear any check box to deny contacts or users access to the Document Category. All files assigned to the category in the Document Management System will now be denied access to the selected contacts or users.

Then click 'Bulk Update' to save the changes. 

When the pop-up appears, click 'Confirm'. To discard changes, click 'Cancel'.

Note: Permissions to view or access Levy Notices are manage on the Permissions Page. 

For more information, please see Upload Files to the Document Management System, Document Tags, and Bulk Update File Categories.

Organisation Admins should contact us with any further questions regarding this process.