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Company library categories & filters

Create structure in your company library

Only Administrators can use this feature.

You can set up a structure for:

  • the Company Library (this article)

  • the stories and story templates (see Story filters)

The biggest difference is that the Company Library has categories and filters, while stories only have filters.

Create the structure of your Company Library

Administrators can create the structure of the Company Library. This structure contains categories and filters, where categories work like folders. Keep it simple: three category levels at most is plenty, and makes media easier to find.

For example:

  1. Marketing [category]

    1. Branding [sub category]

    2. Infographics [sub sub category]

    Type [filter]

    • JPG

    • PDF

    • PNG

Add categories and filters

Set up the Company Library to suit your organisation's needs by adding your own categories and filters.

Add a category

  1. Go to Settings.

  2. Go to the tab Filters & Categories and click on Company Library.

  3. Click on Add Category, name your category and click on save.

Adding a category

Add a filter

  1. Go to Settings.

  2. Go to the tab Filters & Categories and click on Company Library.

  3. Click on Add filter to add a new list of filter items.

  4. You can reuse filters by dragging them from the filter bar on the right to a (sub)category.

Adding a filter

Note: a category holds either sub categories or filters, not both. Once you add a filter to a category, you can't add a sub category to it anymore.

From Release 5, when you change a filter that's used in several categories, the change applies everywhere the filter is used.

Change filters and categories

You can change the order of categories and filters, their titles and the names of list items.

Change the order

To change the order of categories and filters, use the arrows as shown in the image.

Changing the order of categories

Change the parent category

Besides the order within a category, you can change the parent category:

  1. Click on the edit button and select the parent category you want.

  2. Click on Save.

  3. Your (sub)category is moved.

Changing the parent category

Change titles

To change the title of a (sub)category:

  1. Click on the edit button and change the name of the category.

  2. Click on Save.

Changing the title of a (sub)category

Change list items

To change the list of filter items:

  1. Click on the edit button and change the list items.

  2. Click on Save.

Changing the names of filter list items

You can also change the name of the filter in this screen.

Delete a category or remove a filter

Think carefully before you delete: media that were assigned to a category or filter lose that information.

To remove a filter from a category:

  1. Click the trash icon next to the filter. The Remove filter window opens.

  2. If media use the filter, type Remove to confirm.

To delete a category:

  1. Click the trash icon of the category. The Delete category window opens.

  2. If media use the category, type Delete to confirm.

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