---
title: How to Assign a Category to a Document in iTraceiT
description: 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 spe
---

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# How to Assign a Category to a Document in iTraceiT

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:

1. **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](https://docs.itplace.com/en/product/itraceit/supportforworkflow/How_to_add_documents).
2. **Select the Document:**  
   Select the document (s) you want to categorize.
   
   ![](https://docs.itplace.com/assets/img_673b195fb03f1.png)
3. Click on the **Change Category** button.
   
   ![](https://docs.itplace.com/assets/img_673b199acdae4.png)

A drop-down menu will appear. From this menu, choose the category you want to assign to the document and press button "**Save**".

![](https://docs.itplace.com/assets/img_673b1a1350b44.png)

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.

 

 

 

- [Getting Started](https://support.itraceit.io/en/getting-started?hsLang=en#main-content)

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