Overview

Taxonomies are structures that provide a way of classifying documents into a series of hierarchical groups to make them easier to identify, study, or locate. Organizations need to maintain a consistent set of terms for categorizing their content so that content consumers — including customers, partners, and employees — can find information they need to solve their problems.

By shifting to the Taxonomy tab, you can browse through available categories with the help of Taxonomy navigation tree on the left.

<aside> 💡 Tips:

• In the taxonomy tree the document can appear in several places. This is the case if there are different taxonomy references to this document.
• To find out the original location of the document, right-click it and select Locate document from the context menu. </aside>

For details, how to build the taxonomy structure, see Taxonomy.

Linking document to the taxonomy records

To link the document to the taxonomy record:

1. On the Organization tab, select the document and click Properties on the ribbon bar.

2. Navigate to the Taxonomy field, and click the Keywords icon next to it.

3. Locate the taxonomy topic and double-click it. The taxonomy topic will appear under Selected topics panel.

4. When done, click OK.

<aside> 💡 Tip:

• You can search for available taxonomy topics using Search panel. </aside>