Assigning Categories

Learn about assigning categories to files, folders, custom objects, and items.

Rules govern which categories are assigned to a file, folder, custom object, or item. These are referred to as assignment rules. Assignment rules are used to automate category assignment to files, folders, custom objects, and items in a vault. Category assignment is determined by rules that the user sets up in the Rule Condition Builder. Use this builder to set conditions based on properties of the object.