What is the document category?
Overview
A document category is used to classify documents by type within the knowledge base. Categories make it easier to organize large collections of documents and ensure that the right content is used in compliance workflows and AI-powered features.
Each document can be assigned one or more categories.
Where Document Categories Are Used
Documents Page
On the Documents page, document categories are displayed as part of the document list.
- Categories help identify the purpose of each document at a glance
- Multiple categories may be assigned to a single document
Compliance Section
Documents with an Enabled state are considered public and are displayed on the corresponding category pages in the Compliance section.
- Category pages group related documents
- Only Active documents appear in these views
AI-Powered Questionnaire Autofill
Document categories are also used when autofilling questionnaires with AI.
- Categories help the AI select relevant documents
- Only documents from matching categories are considered
- Improves accuracy and relevance of AI-generated answers
Key Points
- Categories organize documents by type
- A document can belong to multiple categories
- Active documents appear on Compliance category pages
- Categories influence document selection during AI workflows
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