Danh mục tài liệu

Here you can create document categories to store documents that can be shared with employees.

To set up the document catalog, in the Nobi Pro admin page, go to Setup -> General Settings -> Document Category. The interface will be displayed as shown below:

1. Add new document category

To add a new document category, please follow these steps:

Step 1: Click "Add document group" -> Create document group

Step 2: Enter the name of the document group

Stepp 3: Click "Add"

2. Update document catalog

To update the document catalog, please follow these steps:

Step 1: Click the three dots on the right side of the document category

Step 2: Click "Edit" -> The update form displays

Step 3: Enter the information to be updated

Step 4: Click "Update"

3. Delete document category

To delete a document category, please follow these steps:

Step 1: Click the three dots on the right side of the document category

Step 2: Click "Delete"

Step 3: Click "Yes"

4. Change the operational status of the document category

To support the discontinuation of using certain document categories without actually deleting them, Nobi allows you to change the configuration of the usage status of these document categories.

4.1 Inactivate the document directory

To inactive the document category, please follow these steps:

Step 1: Click the three dots on the right side of the document category

Step 2: Click "Inactive"

Step 3: Click "Agree"

4.2 Restore document directory

Document categories that have been deactivated will be displayed in the Inactive tab. To reactivate a document category, please follow these steps:

Step 1: Click the three dots on the right side of the document category

Step 2: Click "Restore"

Step 3: Click "Agree"

5. Archived

Once "Document Categories" are deleted, they will be archived and managed in the Archived tab after successful deletion. Users can restore the document categories or permanently delete them from the system.

5.1 Restore document directory

To restore the document directory, please follow these steps:

Step 1: Click the three dots on the right side of the document category

Step 2: Click "Restore"

Step 3: In the delete confirmation popup, click "Restore"

5.2 Delete permanently

To permanently delete a document category, please follow these steps:

Step 1: Click the three dots on the right side of the document category

Step 2: Click "Delete"

Step 3: In the delete confirmation popup, click "Delete"