Add Category

Adding a category to a document helps linguists find it more quickly within the workbench. 

When a category is applied to a document, a line item will appear next to it in the linguist’s task list. Then, linguists will be able to sort these documents using the Category filter at the top of their task list.

Community Administrators can create new document categories. If the category you need is not available, please contact your Community Administrator.

To add a category to a document, follow these steps:

  1. Log in as a project manager.

  2. Access a project from the Projects list on the dashboard or from the Projects menu.

  3. Check the box next to the document that needs the new category.

  4. From the Documents bar, scroll to the Actions menu, and then select Add Category.

  5. Check to select which categories to apply to the document(s).

  6. Click Add Category to add the category to the document.