Sometimes you may need to have a document category in Document manager for documents that would be difficult to categorize using the search. Now you can simply select documents, create a manual category and add your documents there. You can also add documents to and remove documents from existing manually created categories, and combine categories, both search-based and manual ones. A manual category may contain both drawings and file documents.

Creating a manual category may be useful, for example, when you have enabled the Show changes from the checkpoint set when the button is activated feature in Document manager , and then when some documents have changed and are listed, you can add the changed documents in the manual category.

• To create a new category manually, and add documents there, select the documents from the list, right-click and select Manual category > Add to new . Type a name for the category, type an optional tooltip, and define other necessary settings. The options are the same as in the search-based categories. Then click Save.
• The newly created or modified manual categories are saved to the DocumentManagerCategories_<username>.xml file under the current model folder.

  

• To add a document to an existing manual category, select the documents from the list, right-click and select Manual category > Add to existing and then select the desired category. All compatible manual categories are listed. You can add one document to several categories.
• To edit a manual category, right-click the category in the category list and select Edit.
• To remove a document from a category, right-click the document, select Manual category > Remove from and then select the category from which to remove the document.
• To delete a manual category, right-click the category in the category list, and select Delete.

  

Settings work in two levels. First a user-specific setting file DocumentManagerCategories_<username>.xml is tried to be found. If it is found, it will be used. If not, then DocumentManagerCategories.xml will be looked for and used if found.

To convert the user-specific file to a generic one, just remove the " _username " part from the file name.

Settings are scanned first from the model folder, then from XS_PROJECT , XS_FIRM , XS_SYSTEM , and XS_USER_SETTINGS_DIRECTORY.