Document Categories and Permissions

Categories and permissions keep your document library organized and secure.

Creating Categories:
1. Go to Document Categories
2. Click "Add Category"
3. Enter category name and description
4. Save

Suggested Categories:
- Sermons & Teachings
- Church Policies
- Financial Reports
- Meeting Minutes
- Forms & Applications
- Training Materials
- Music & Worship

Setting Permissions:
When uploading or editing a document, you can set:
- Public: Visible to all members and staff
- Admin Only: Visible only to administrators
- Leadership: Visible to leaders and above

Managing Access:
- Edit permissions anytime from the document detail page
- Bulk update permissions for multiple documents
- View access logs to see who viewed what

Category Management:
- Rename or reorganize categories
- Merge similar categories
- Archive old categories
- View document count per category

Best Practice: Create a clear folder structure with categories before uploading documents in bulk.