Categories & Tags

In this document:

Categories

Categories can be used to organize your pages hierarchically - much like folders on a PC or Mac - and each page in Papyrs can be stored in a category.

The category structure follows that of the pages, so a category is shown in the tree when you create a page in that category, and a category is automatically hidden when it no longer contains any pages that the user can access.

Setting the category of a page

When creating a page, you can set the category of the page on the right side of the New Page screen, (1) in the screenshot below. You can choose an existing category, or create a new one with (2). You can always return to the page's settings (Page > Page Settings) to edit the category.

You can also quickly move pages to another category by going to the Pages overview and dragging the page to another category (drag the page by its handle on the right; a page can only be moved by its creator or an administrator):

Renaming & moving categories

Administrators can also quickly reorganize categories by renaming or moving them. To rename an existing category, go to the Pages overview and click rename (1).

To move a category, go to the Pages overview and click on move category (2 in the screenshot above). You can now drag a category in the category tree, and drop it onto another category. For example, we can move the "HR Forms" category to the "Employees" category: all pages and sub-categories of HR Forms are now moved to Employees.

Navigation

To quickly navigate to related pages and information, you can also display a category tree directly on a page, by adding a Navigation - Categories widget.

It's also possible to add a category to the menu bar. When a user clicks on the category, a sub-menu is shown with all accessible pages in that category. See Menu Bar for more information.

Tags

Categories allow you to hierarchically structure your information. Sometimes however, you might want to group, browse and search pages by additional keywords. This is where tags come in. You can assign multiple tags to each page. This way you can browse and find pages by all kinds of keywords. For example, you could add tags to describe some status, responsibility, client, department, type of document, and so on.

Adding or removing tags to a page

Similarly to setting the category, you can add and edit a page's tags when creating a page, or on the page's Page Settings. There you can click the add tags link:

Just enter a list of tags (separated by commas), or select one or more existing tags from the dropdown menu.

Deleting and renaming tags

Administrators can also delete and rename tags. Go to the Pages overview, and select a tag. You can now use the rename and delete tag link to rename a tag, or delete the tag (when deleting the tag, it will be removed from each page that used the tag).

Tags navigation

You can browse pages by tags under the Pages Overview.
Note: unlike categories, which are only visible if a user has access to at least one of its pages, all tags are visible to all users in your team. As always, the pages within the tags are of course only visible to people who can access them

Just like categories, you can also pin a collection of pages with a certain tag to the menu bar. Just go the menu editor, and add a Tag Menu (see Menu Bar for more information about editing the menu bar).

You can also insert a Navigation widget on your page to show a list of pages within a tag.

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