Category Management

Category management allows to build individual category trees with upper and subcategories.

These different categories can, for example, be visually identified or provided with user rights.

After that to the document folders can be assigned one or more categories at the same time, in which they appears.



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Free selectable categories (Subfunction 1 from 7)

You can edit the category tree freely and flexibly and adapt to your needs, this category can even be assigned to additional functions.

available in all editions


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Maximum number of categories (Subfunction 2 from 7)

This is the maximum number of different categories that Realify PaperOffice™ DMS can manage.

Starter-Edition
50
Basic-Edition
200
Business-Edition
500
Corporate-Edition
unlimited


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Manage category (Subfunction 3 from 7)

Manage your categories freely in the calendar management, rename them, create main and sub-categories as well as automatic categories, like A-Z, sequence of numbers or from January to December.

available in all editions


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Characterize categories visually (Subfunction 4 from 7)

Provide individual categories with colorful icons for a better view, or individual themes.

available in all editions


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Define user rights for each category (Subfunction 5 from 7)

Here you can set which of Realify PaperOffice™ DMS created users have access to certain categories and who has not. In this category, to which the user has access not specified and automatically disappears.

Starter-EditionBasic-Editionavailable from Business Edition


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Assign default contact to category (Subfunction 6 from 7)

Virtual document folders can be linked with this option (link on document folder) automatically with one of previously added Realify PaperOffice™ DMS contact, as soon as this user is assigned to a specific category.

Starter-Editionavailable from Basic edition


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Import/Export of existing category structures (Subfunction 7 from 7)

Regardless if real estate or vehicle administration, Realify PaperOffice™ DMS already offers predefined category structures that can be easily imported into your category structure. Or you can export already created categories into another Realify PaperOffice™ DMS installation.

Starter-Editionavailable from Basic edition

This module includes a total of 7 subfeatures
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