Accessing Document Classifications

The Documents page is accessible in the Data > Documents section. This is where you can create and manage your documents and Quable PIM classifications. This page includes:

• your classification hierarchy,
• a button to add new classifications or documents,
• options to edit or delete classifications,
• options to modify document display.

The Documents page is divided into two panels:

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Limit on Number of Items in Classifications:

The classification hierarchy can contain up to 10,000 items per classification node.

To ensure optimal performance, it is recommended to segment the classification hierarchy so as not to reach or exceed this limit.

Modifying Document Display

Once you have reached the lowest level of a classification, there are two ways to view your documents:

• Gallery View - Documents are represented in columns by their primary media and titles.

• You can activate gallery view by clicking the Gallery icon on the top right of the thumbnails.

• Table View - (default view) Documents are displayed in table rows.

• You can activate table view by clicking the Gallery icon on the top right of the thumbnails.

When using table view, the Columns button allows you to specify which columns to display.

By default, all columns are enabled. You can enable or disable individual columns by clicking the toggle button next to them. To enable or disable all columns, click Show All or Hide All options.

You can search for a specific column by entering its title in the search bar. The list will display fewer results as you continue typing in the search bar until no matches are found.

Table view also allows you to click directly on a column header to change the sort order of the list and display an arrow indicating the column and direction of list sorting.

For even more control, you can hover over a column header to access a dropdown list where you can select the sort order or a submenu of columns to select displayed columns.

Create a New Classification

To create a new classification, click the + Add button and then select Classification or the + Classification button.

A window appears to define the new classification:

Enter the following information:

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Classification Code

Only the special characters "_" and "-" are allowed in the classification code. All other special characters, spaces, and accents are prohibited.
"

New Subclassification

To create a new subclassification, double-click on a "parent" classification. A list of its "children" (subclassifications) will be displayed. Continue navigating through the classifications until you find yourself in the desired parent classification. Once you have found the level for the new subclassification, repeat the process for the new classifications.

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Note

The breadcrumb at the top of the page indicates your position in the classification hierarchy.

Edit a Classification

To edit a classification, navigate through the classifications until you find yourself in the desired parent classification. Once you have found the desired level, click on the pencil icon (next to the classification title, on top of the Right panel).

The classification editing page will be displayed. When you have finished modifying the classification, click on the Save button to save your changes or use the breadcrumb to go back and discard the modification.

Delete a classification

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Warning

This action is irreversible. Once a classification has been deleted, it cannot be recovered.

To delete a classification, navigate through the classifications until you find the parent classification to delete. Once you reach the level, click on the three dots (...) next to the Edit button and select Delete classification.

Change the order of classifications

You can change the order of your classifications in the classification hierarchy. This operation is performed on the channels page accessible in the Data > Channels section.

• Click on the PIM channel,
• Expand the root menu,
• Drag and drop the classifications in the order you want.

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Change the hierarchical level of the classification

You can also move a classification into another classification and thus change its hierarchical level.

Manually Create a New Document

You can create new documents from a classification. To create a new document, navigate through the classifications until you are in the desired parent classification, then click the Add button and select Document.

A window will appear to define the new document:

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Good to Know

The Classification and Document Type are automatically selected based on your current location, but you can change them by selecting from the dropdown lists.

Enter the following information:

Once you have entered all the information for the new document, click the Add button to save your changes or the Close button to discard the creation of the new document.