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Documents – types and categories

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This topic contains 3 replies, has 2 voices, and was last updated by David Butt David Butt 2 years, 1 month ago.

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  • #2011
    David Butt
    David Butt
    Participant

    Sorry to ask such a newbie question…

    We’ve done several installs to test and explore what Govintranet does. We’ve even got a multi-site install running and can clone a sub-site that works nicely.

    It’s really ace. But –

    I can’t work out how to assign a category to a document. I only get to choose document ‘type’ but the how-do-I shows type and category. And the Govintranet short codes are demonstrated as having both as well – and I can make a short code display a document by removing the ‘cat=””‘ bit and leaving just ‘type=2test”. I’ve tried through the media library and attaching a document from ‘attach’ on a page.

    When I get the categories tag to appear (by setting up a task and giving it a category) it behaves OK and the linked task is found fine.

    I have several categories set up and I can assign a one of these categories to a task quite happily. I’ve also tried Chrome, Chromium, Firefox and a couple of flavours of IE.

    Oh – and I’ve upgraded to the latest version from the older version we were using. In case that solved it – it didn’t, unfortunately.

    I’m certain I’m missing something embarrassingly obvious…

    • This topic was modified 2 years, 1 month ago by David Butt David Butt. Reason: Added the comment about upgrading
  • #2014
    David Butt
    David Butt
    Participant

    Ooops. Read the manual, eh.

    To help others – in case anyone else makes the same mistakes… (they are in the forums but back a bit).

    Firstly, I needed to install another module – I used https://wordpress.org/plugins/wp-media-library-categories/ and then the categories appeared.

    The I needed to give my documents page documents-finder as a slug.

    Now it all works.

  • #2018

    Luke Oatham
    Keymaster

    Hi David,

    Glad you got the document finder working.

    I’d love to know more about your multi-site setup. I’ve not had the chance to try this myself yet.

    Are you able to share more?

    Luke

  • #2023
    David Butt
    David Butt
    Participant

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