Plans supporting categories and subcategories
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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.
NOTE
In the category help articles, you can find answers to questions such as
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.
You can add articles to any category or subcategory.
FAQ(s)
What are categories and subcategories in documentation?
Categories and subcategories are organizational structures in a knowledge base used to group related articles by topic. This makes 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 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 might have subcategories like "Sedan," "Coupe," "SUV," and "Convertible." This structure helps place relevant articles in appropriate subcategories rather than a single broad category, improving navigation.
Can I customize the categories and subcategories?
Yes, Document360 allows team accounts to create, edit, and delete categories and subcategories based on organizational needs. You can also customize category icons.
How can categories and subcategories improve knowledge base usability?
Organizing articles into logical groupings simplifies browsing, helping readers quickly find the information they need without getting lost among unrelated articles.
Can a single article belong to multiple categories or subcategories?
Yes, you can display an article in multiple categories or subcategories using the Replicate option 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. Use a tree-like structure, starting with broad categories and further dividing them into specific subcategories.
For example, in the Document360 Knowledge Base, categories and subcategories are aligned with the sequential flow of features and menus in the Knowledge base portal.
Can I apply different access permissions to certain categories or subcategories?
Yes, Document360 provides role-based content access control, allowing you to restrict access to specific categories or subcategories. If no explicit restrictions are set, permissions are inherited from their root-level categories or parent categories.
Is it possible to reorder categories and subcategories after they are created?
Yes, Document360 allows you to reorder categories and subcategories using a simple drag-and-drop () icon.
Why is the category/subcategory not visible on my Knowledge base site?
A category or subcategory might not appear on the site in the following scenarios:
All articles within it are hidden or not published.
The category/subcategory is empty, with no articles added.