Creating Categories

Create and manage a system of categories for your files in the Organize tab of the Properties pane. You can easily customize your category system in a way that makes sense to you.

Select the Organize tab in the Properties pane to create, rename, delete, and move your categories. You can also access the Categories pane by choosing Panes | Categories.

To Create a Category:

  1. Do one of the following:
    • Right-click a category in the Catalog pane, and then select New Category.
    • In Manage mode, click Edit | Set Categories | New Category.
  2. Select one of the following:
    • Create a new, top-level category
    • Create a sub-category within the current selection
  3. If you are creating a sub-category, select a top-level (or parent) category from the drop-down list. (If you right-clicked a category in the Catalog pane, the new sub-category will be added below that category by default.)
  4. Type a name for the new category in the Name field.
  5. Click OK.

When you create a new top-level category, you can select an icon to help identify the category. The Icon drop-down only appears if the Show Icons checkbox is checked on the Catalog page of the Options dialog box. In Manage mode, click Tools | Options, and then select Catalog.

Manage Categories

To Manage Your Categories:

Select a category in the Catalog pane, and do one of the following:

  • To edit the category, right-click the selected category and select Edit.
  • To delete the category, right-click the selected category and select Delete.

In the Categories group in the Catalog pane:

  • To move the category, drag it to the new location.

Filtering Categories:

In the Properties pane, categories can be filtered within the Organize tab by clicking in the Filter Categories text field and typing any word. The categories displayed will filter dynamically as you type.

Quick Category Sets

If you have a long list of categories, or would like to break your categories up into different events or areas of interest, you can use the Quick Category Sets feature.

To Create Quick Category Sets:

  1. First create the categories you want in your set.
  2. In the Properties pane, click the Quick Categories drop-down list and select New Quick Categories Set....
  3. Customize the number of rows and columns for your set by selecting values from the Rows and Columns drop-down menus.
  4. Enter your commonly used categories into the entry fields. For sub-categories, use the pipe key. Example: A|B|C.
  5. Click the Save button.
  6. Click OK. This category set will be listed in the Quick Category drop-down list.
  7. Select one or more files and click a button in the category set. The category will be assigned to the selected files. The button text color will change to indicate that the category is assigned to currently selected files, and will display in italics if assigned to only some (but not all) of the currently selected files.

Make sure the category button name matches the category name in the category tree.

See also: