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Documents in Daedaline are assigned category tags automatically during ingestion, based on their content. These categories are used to organise your document library and power filtering in the file manager.

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How document categories work

When a document is processed, Daedaline analyses its content and assigns it to one or more categories from your organisation’s tag taxonomy. This happens automatically — you do not need to tag documents manually. Categories appear:
  • As a breakdown in the Categories pie chart in the document stats dashboard
  • As options in the Category filter in the file manager filter bar

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Filtering by category

To view all documents in a specific category: Using the filter bar:
  1. In the Documents tab, open the filter bar.
  2. Select Category from the filter options.
  3. Choose one or more categories to filter by.
Using the stats dashboard:
  1. In the document stats dashboard, locate the Categories pie chart.
  2. Click a segment or a list item in the chart to immediately filter the document list to that category.
  3. Click the same item again to remove the filter.
Multiple category filters can be active simultaneously — the document list will show documents matching any of the selected categories.

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Clearing category filters

  • Click the X on the category filter badge below the search bar to remove it.
  • Click Clear all to remove all active filters.

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Managing the category taxonomy

Category tags come from your organisation’s tag library. To add, rename, or remove categories, go to Settings → Tags.

Creating and Editing Tags

Manage the tags available in your organisation.