Overview

Taxonomies are structures that provide an alternative way of classifying documents in DocuNote. For details, see DocuNote Basic Modules - Taxonomy

As administrator, you can create the taxonomy structure manually

<aside> ⚠️ Please Note:

• Please check the Import Taxonomy tree permission is enabled under Taxonomy section in Roles & Perm. - Module roles </aside>

Creating taxonomy strucuture manually

The taxonomy record can be created as a sub-item to the existing item. To create a new taxonomy item:

1. Right-click the existing taxonomy item and select Create from the context menu.

1. Provide the item with the unique identifiers, such as Alias and Name*.*

1. Optionally, you can enter the Description*.*
2. Decide whether it will be Folder or Topic*.*
3. When done, click Save.