Skip to content

Categorized

Purpose

See documents that were assigned to a custom category during the selected dashboard date range.

Prerequisites

  • You are signed in to EisenVault One.
  • You can open Dashboard.
  • At least one accessible document has a custom category.

Before You Begin

The Categorized count respects the dashboard date range. Change the date range on the dashboard first when you need a different period.

Documents using Default Content Category are not counted here. They appear under Uncategorized.

View Categorized Documents

  1. Open Dashboard.
  2. Set the date range you want to review.
  3. Click the Categorized overview card.
  4. Review the Categorized Documents table.
  5. Use Filters to narrow the list by category, creator, or department.
  6. Sort by Document Name, Document Category, Created By, or Created On.
  7. Click a document name to open it.

Example Walkthrough

The Categorized Documents page lists each matching document with its category, creator, and created date.

Categorized Documents list

Expected Result

  • The page lists documents assigned to a custom category in the selected range.
  • Filters, sorting, and pagination update the table.
  • Back returns to the dashboard.