Summary

One of the most powerful features we offer out-of-the-box is defining and using custom taxonomies. This feature allows the users to organise the information in a way that suits their preference, making the usage of documentation to be customised as per the goal and purpose needed by the user. There is no limit in how many ways the documentation can be organised using custom taxonomies, meaning that the users can have one taxonomy system for each purpose. For example, if the purpose is to define a way to understand some workflows, this can be realised with one taxonomy system. In the same time, if for the same documentation, it is necessary to group the documents for understanding concepts, this can be another taxonomy system. The only limitation is that, at one moment, only one taxonomy system can be active. The taxonomy systems can be saved and loaded at any time and users can even share them.

Tags

We will use the following classification:

  • Site tags: The built-in tags created when the documents are drafted. Once the site is built, these tags cannot be further modified by the user
  • Custom tags: Tags that can be added/modified/removed by the user. These can be seen and used only by the user who created them. However, sharing with other users it is possible.

Custom tags

Categories

We will use the following classification:

  • Site categories: The built-in categories created when the documents are drafted. Once the site is built, these categories cannot be further modified by the user
  • Custom categories: Categories that can be added/modified/removed by the user. These can be seen and used only by the user who created them. However, sharing with other users it is possible.

Custom categories

Notes

These are comments added by the user to the documents. Can be seen and used only by the user who created them. However, sharing with other users it is possible.

Custom notes

Annotation

These are comments added by users to specific sections or parts of the text from a document. Can be seen and used only by the user who created them. However, sharing with other users it is possible.

Custom annotations

Manage taxonomies

We provide the features needed for managing the custom taxonomy system. Additionally, custom taxonomies are completely integrated in the site search as long as Algolia is used (DocSearch or Search) as search engine.

Enable custom taxonomies

To use custom taxonomies on documents it is necessary to save a reference to the document to the user’s device. This can be made from the document info panel or from the document management tool.

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