The Categories tab of the Documents page organizes the documents according to their assigned categories, as we see on the Document and Resource Portal. Through this tab, you can edit the document permissions, modify the document categories, and delete or download the documents based on the categories.

To Download Document

Follow the below steps to download a document through the Documents page on the Admin Portal.

1. On the Documents page of Admin Portal, switch to the Categories tab, and choose any category.
   
2. Click the Download icon next to the document you want to save on your system.
   
   
   

To Delete Document

Follow the below steps to delete documents from the Documents page.

1. On the Documents page of Admin Portal, switch to the Categories tab and choose any category.
   
2. Click the Delete icon next to the document you need no longer, and then click OK.
   
   Or,
   Click Show Check Box to enable the multi-select option, and select the documents you want to delete.
   
   Then, click Delete Selected Documents on the top-right corner of the window. If you want to select all the documents on the page, click the first check box at the top, adjacent to the Name header.
   
   In the Delete Documents dialog, click OK to confirm.
   

To Edit Document Permissions

Follow the below steps to edit document permissions on the Documents page of the Admin Portal.

1. On the Documents page of Admin Portal, switch to the Categories tab and choose any category.
   

2. Click Show Check Box to enable the multi-select option, and select the documents for which you want to edit the permissions.
   

3. Then, click Edit document permissions present on the top-right corner of the window.
   

4. In the Permissions dialog, set the Action to any of the following options based on your requirements.

   • Add New Permission – Lets you define new sharing permissions for the selected documents.
   • Remove Existing Permissions – Removes the existing sharing permissions assigned to the selected documents.
   • Remove Existing And Add New Permissions – Removes the existing sharing permissions assigned to the selected documents, and lets you define new permissions for them.

   

5. Click Apply minimum required permission on referenced document to make sure the users can preview the document normally in case the role does not have enough permissions on the referenced documents to perform an action on the document.

6. Choose the roles and their corresponding permissions you want them to have on the selected documents.

   • Read - Permits the role(s) to view the document.
   • Read/Write - Permits the role(s) to view and edit a document.
   • Execute - Permits the role(s) to schedule reports and dashboards.
   • Full Control - Permits the role(s) to view, edit, execute a document, and re-share the document to another role.
     Note that if the shared document has references to other documents, the referenced documents will be granted Read permission (except for Datasource type documents, which will be granted Execute and Read Permissions).

   

7. Click OK.

To Edit Document Categories

Follow the below steps to modify document permissions on the Documents page of the Admin Portal.

1. On the Documents page of Admin Portal, switch to the Categories tab and choose any category.
   

2. Click Show Check Box to enable the multi-select option, and select the documents for which you want to edit the categories.
   

3. Then, click Categories present on the top-right corner of the window.
   

4. In the Categories dialog, choose any one of the following options from the Action drop-down, and then select categories from the list.

   • Add New Categories – Lets you add new categories for the selected documents.
   • Remove Existing Categories – Removes the existing categories assigned to the selected documents.
   • Remove Existing And Add New Categories – Removes the existing categories assigned to the selected documents, and lets you define new categories for them.

   

5. Click OK.