Managing Sample Categories
Categories help you organize your sample library so your team can find what they need quickly. You might group samples by substrate, finish, application, product line, or any other system that fits your business.
Creating a category
- Go to Samples > Sample Categories in the sidebar.
- Enter the category name.
- Click Add.
You can also create categories on the fly from the Add Sample or Edit Sample forms by clicking + Add Category.
Editing a category
Click the Edit button next to any category to change its name. The change applies to all samples currently assigned to that category.
Deleting a category
Click Delete next to the category you want to remove. Deleting a category does not delete the samples inside it. Those samples simply become uncategorized.
Assigning samples to categories
Each sample can belong to multiple categories. Assign categories when adding or editing a sample using the checkbox list on the right side of the form.