Categories are the way in which documents are tagged to create a filing structure. Each practice can configure the Categories depending on their specific requirements.
This article contains the following sections:
- Category Options
- Displaying the Categories
- Adding a New Category
- Adding or Removing Options in a Category
- Changing a Category
- Changing the Order in which Options Display in the Drawer and Filter Drawer
- Removing a Category
- Conditional Categories/Filtered Categories
- Categories for the Templates Cabinet
- Task Category - Categories that are Available in Tasks
Within each Category, are Options which are the values that are selected by users for that Category. For example, for the "Year" category, the values will be a list of years (2015, 2016, 2017, 2018, 2019, 2020, 2021, etc) from which users select the required financial year that the document or email relates to.
The order in which Options are saved in the Category settings controls the order in which they display in the drop-down list when making the selection in the drawer and also in the Filter Drawer. You can drag and drop the Options to place them in the order you want, for example, with the most commonly used at the top (refer to Using the Document Drawer and Filter Drawer).
Displaying the Categories
- Login to FYI as an FYI Admin.
- From FYI, click Settings in the top right-hand corner.
- Select Practice settings from the drop-down, then select Documents.
- Go to the Categories tab.
A list of Categories displays.
Adding a New Category
- From the Category list, click the Add Category button.
- Enter the Category Name.
- Click the Add Option to Category link and enter the Options that will display as values for the new Category. Refer below to Adding or Removing Options in a Category.
- The Available in Tasks can be set on any Categories. This allows users to apply the Category to any Tasks, use them as filters in the Tasks list, as well as set up views and Automation Processes. Refer below to Categories that are Available in Tasks.
- Click Save.
Note: When adding a new Category, check the Cabinets and, if relevant, include the new Category in the Cabinets. If you do not add a new Category to a Cabinet, it will not be available for users to select. Refer to Managing Cabinets.
Adding or Removing Options in a Category
To add a new Option to a Category:
- Click the Add Option to Category link, enter the name of the new Options.
- Click the Add Option to Category link again and enter the additional Options.
- If needed, move any Options change the order in which they appear when used. Refer below to Changing the Order in which Options Display in the Drawer and Filter Drawer.
- Click Save to save the changes made to a Category.
To Remove an Option:
- Click the Remove icon next to it.
If the Option has been used as the filing details for any documents, the option will still show in the filing details for those document(s), but it cannot be selected or used as a filter.
If the Option has been used as a filter in a Saved View, it cannot be deleted and a message displays with the name of the Saved View in which it is used.
Changing a Category
Click on a Category in the list to display its name and the Options. The Options are the values that can be selected for that Category.
Changing the Order in which Options Display in the Drawer and Filter Drawer
Click the move icon on the left-hand side of the Option and drag and drop it up or down to change the order in which they display in the in the drop-down list when making the selection in the drawer and also in the Filter Drawer. This allows you to show, for example, the most commonly used at the top. The following example shows how to change the order of the Year Options.
Removing a Category
Before removing a Category, check if there are any documents filed under the Category you need to delete by displaying the All view in the documents list and use the Category as a filter. Use Bulk Update to first move any documents to a different Category. Refer Bulk Update of Filing Details.
To remove a Category, on the list of Categories, click the Remove link and confirm.
Before deleting it, a message is displayed if the Category is assigned to any clients, users or if this is assigned in the Practice Filing Defaults.
- If there are any users assigned to the Category, you can use Bulk Update in the Practice Settings - Admin - Users to update the users (refer to Managing Users).
- If there are any clients that have the Category assigned in their Filing Defaults, you can filter the Clients list on the category and use Bulk Update in the Clients list to update the clients (refer to Clients Bulk Update).
- If the Category has been assigned at the practice level as the Filing Defaults, a message is displayed.
If you remove the Category, reset this in the Practice Filing Defaults (refer to Email AutoFile Settings, Exclusions and Practice Filing Defaults).
Conditional Categories/Filtered Categories
The values that are set up for a Category are, by default, available in all Cabinets that have that Category selected.
For any of the Categories, you can apply a conditional Filter so the choices of the values that appear for that category display depending on which Cabinet is selected. This can be useful if you have a lot of options for a category. When a Cabinet is selected in the filing details, and any of the Category options have not been included in the Filter, those options are not displayed as one of the choices for selection.
For example, this could be set up so the Work Type category option the category option "Tax Returns" is only available when the Cabinet "Financials and Tax" is selected, or the Work Type category options "Invoicing" and "Credits" are only applicable when the Cabinet "Practice Admin" is selected.
To set the Cabinet Filter for a Category option:
- Click the Filter cabinet icon next to the relevant Category option.
- Click the Filtered switch.
The Cabinets display.
- Click to select the Cabinet(s) to include.
The Filtered Cabinet(s) display in green.
In the following example, the Work Type option "Mortgage Broking" has been set with the Cabinet "Wealth as the filter.
- Click Save.
In this example, the Category option only shows if the Cabinet "Wealth" is selected for an email or document.
If another Cabinet is selected where this Category option is not filtered, the option is not available.
Categories for the Templates Cabinet
The Templates Cabinet is automatically added to the practice's Cabinets. All Templates, Word Stationery and Email Signatures are created in the Templates Cabinet and all users have access to the Templates Cabinet. Refer to Creating Templates for Word, Spreadsheet or Presentation and Creating Email Templates and Signatures.
You can add Categories to the Templates Cabinet to further categorise the Templates, Stationery and Signatures. For example, you could add a Category such as "Team" (to indicate who would use the Template) and the Category "Work Type" (to indicate when they would be used).
Task Category - Categories that are Available in Tasks
Any of the Categories can be set up as Available in Tasks. This allows users to apply these Categories to any Tasks, use them as filters in the Tasks list and when setting up views.
Available in Tasks can be set on Categories that are generally used for filing documents (such as Work Type or Year) or specific Categories can be set up that are used only for Tasks. An example of a Category used specifically for Tasks would be a Category Priority with the Options of "High", "Medium" and "Low and set up with Available in Tasks enabled. This allows users to identify high priority tasks which may require a separate view and Automation Process(es) to give greater oversight for key team members.
Categories can be set up that are specifically for Tasks and these do not need to be added to any Cabinets in order to be available when Tasks are created. A Category that is set as Available in Tasks can be added to any other Cabinets so it is also available when other types of documents are created for that Cabinet.