In Document360, Category and Subcategory is used to organize and display similar topic articles, acting as folders containing groups of related content.

To better understand categories and subcategories, it can be compared to the scientific term for grouping anything under categories and subcategories, also referred to as 'Taxonomy' (noun-scheme), where information is grouped and placed under proper classification.

1_Screenshot-Updated_Category_manager_location


Note

Using categories and subcategories

You can create up to seven levels of categories. This includes a root/parent category and six levels of subcategories. The New category option is disabled for subcategories after that.

2_Screenshot-Category_manager-Subcategory_levels

You can add articles to any category or subcategory.


Frequently asked questions (FAQ)

What are categories and subcategories in documentation?

Categories and subcategories are organizational structures used in a knowledge base to group related articles under specific topics, making it easier for users to navigate and find relevant information.


How do categories and subcategories differ?

Categories represent broad topics, while subcategories provide more specific divisions within those topics. Articles are organized hierarchically under subcategories, which, in turn, are grouped under their respective parent categories.


Why do I need subcategories?

Subcategories help segment the articles and information drill down for better understanding, accessibility, and navigation.

For example, if you have "Cars" as a main category, you can classify individual subcategories such as "Sedan", "Coupe", "SUV", "Convertible", etc. This helps you place relevant articles in suitable subcategories instead of one robust category. Customers can drop in and navigate to their preferred article in the documentation.


Can I customize the categories and subcategories?

Yes, Document360 allow team accounts to create, edit, and delete categories and subcategories according to their unique organizational needs. You can also customize the category icons.


How can categories and subcategories improve knowledge base usability?

Categorizing articles into logical groupings simplifies the browsing experience for readers, ensuring they quickly find the information they seek without getting lost in a sea of unrelated articles.


Can a single article belong to multiple categories or subcategories?

You can display one article to multiple categories or subcategories using the "Replicate" option available in Document360.


What is the best practice for naming categories and subcategories?

Use clear and descriptive names that reflect the content contained within each category or subcategory. Avoid jargon and ensure the naming convention is user-friendly for easy navigation.


How should I organize my categories and subcategories for optimal user experience?

Organize categories and subcategories based on logical relationships and user needs. Consider using a tree-like structure, starting with broad categories and further dividing them into specific subcategories.

For example, in the Document360 Knowledge base, you can observe that the categories and subcategories are planned to align with the sequential flow of the features and menus in the Document360 Knowledge base portal.


Can I apply different access permissions to certain categories or subcategories?

Document360 offers role-based content access control for team accounts and groups, allowing you to restrict access to specific categories or subcategories. If no explicit restriction is specified for a category or a subcategory, then they inherit the permissions from their root-level (Categories from workspace/language and subcategories from parent/root categories)


Is it possible to reorder categories and subcategories after they are created?

Yes, Document360 enables team accounts to rearrange the order of categories and subcategories with a simple drag-and-drop interface.


Why is the category/subcategory added on the Knowledge base portal not visible on my Knowledge base site?

Category/subcategory will not appear on the Knowledge base site in the following scenarios:

  • All articles are hidden or not published (at least once).
  • Empty categories: No articles added inside the category/subcategory.