File Categories

Summary: This page explains how file categories work together with Automated Folder Creation to keep folders clean, speed up uploads, and ensure documents are always stored in the right place.

File Categories play an important role in keeping folder structures clean and easy to use.

A file category describes the type of document being uploaded, such as a contract, invoice, or report (depending on your organization).

What is the relationship between file categories and folders?

In some organizations, folders are configured to allow only specific file categories.

This means:

• Certain folders accept only specific types of documents
• Files are prevented from being stored in the wrong place
• Folder contents remain clean and predictable

How does this help during file uploads?

When uploading files, especially multiple files at once, Cartularius can automatically determine the best target folder based on the selected file category.

For example:

• You upload several files from the root of a record
• Each file has a category
• Cartularius automatically places each file in the correct subfolder

This results in:

• Faster uploads
• Less manual sorting
• Fewer mistakes

Why does this improve search and retrieval?

Because files are always stored in predictable locations:

• Users know where to look
• Folder structures stay consistent
• Time spent searching for documents is reduced