Properly categorizing your documents in iTraceiT is essential for keeping your data organized and easy to navigate. Assigning a category helps streamline your workflow, making it simpler to locate specific documents when you need them.
Here's a quick guide to help you through the process:
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Upload the Document:
If you haven't uploaded the document yet, start by doing so. Click here to see how to import a document to iTraceiT. -
Select the Document:
Select the document (s) you want to categorize.
- Click on the Change Category button.
A drop-down menu will appear. From this menu, choose the category you want to assign to the document and press button "Save".
Your document will now be saved under the selected category.
Assigning categories to your documents helps you maintain a clear and organized record in iTraceiT, enhancing efficiency and making it easier to retrieve information. Following these steps ensures your files are properly classified, allowing for a smoother and more streamlined experience.