Categories

Category Icon Categories are represented by the blue file icon. They may be contained within a case and are used to store documents.

Opening a category will lead to the following landing page, from which the user can perform searches through the category or add new documents.

Image showing a category landing page containing the different search functions. The category is named Current Employess and it is contained in the case Employee Cases.

Please refer to the following reference pages for more information about categories.

An explanation of the different search functions:

Search Functions

While navigating categories the user will find an action menu on the right side of the screen. View the Action Menu section for more information:

Action Menu

Info Icon

Note:

All index data fields available for the Therefore™ Web Client function as they would in the Therefore™ Navigator. For more details about each of these fields, please see our reference pages:

Index data fields

Reference: Category Context Menu