How do I use Categories in Paper Tiger?
"Category" is a word or words you may use to classify groups of related folders or items. Paper Tiger allows you to file information physically one way, but easily organize files virtually in a totally different way using Categories. For example, you may use the Category “Benefits” to classify the Folders, “Bills,” “Stock Options,” and “Day Care.” The Category, “Bills” may include “Utility bills”, “Car repair bills” e.t.c. The Category "Self-Help" might include all your books that relate to self-help or motivation.
Categories offer a virtual view of your paper files or items at the click of a button. You can relate items without them being physically related! Categories are used when you want to be able to select a category to see where the items are that are for a specific purpose, such as clients, tax info, financial info, etc.
Categories establish relationships between items without having to store them in the same physical location. This strategy makes filing much easier without having to always make sure that related items are in the same place.
To create a Category
Go into the database where you want to create the Category and click the Category button on the Control Panel
- While in the Categories view, click the New button.
- In the pop-up box, enter your new category name and a description of the category.
- Click the Add This Category button to confirm.
To create a Category while adding a new Item
While adding a new Item, in the New Item pop up box:
Click on the Select A Category drop down box. (#2)
Then select the Add New Category... option.
This will allow you to type in a new Category. (#3)
- Then click Add This File.