Document Categories
Explore different document categories and learn how they can help you effectively organize and manage your files and information for maximum efficiency.
Written by Andrea Harvey
Updated at March 4th, 2025
Table of Contents
Overview
The Document Categories section helps you understand the composition of your data to help you make decisions about what you need to do with the content.
Statistics
The top part of the page breaks down the content into known document types and unknown document types. The total file count that was classified and the percentage of the content the files make up is displayed for each category. It also displays the total number of number of unique document types identified. The statistics always display the information for all locations; the statistics are not affected by the location selections.
Scans
By default, the charts display information for all locations. If you want the charts to show information for specific locations, select Files across selected scans and select the locations you want to use to filter the information. Refer to Selecting Scans for information on how to use select scans. To view information for all locations again, select Files across all scans. The statistics at the top of the page always display the information for all locations and are not affected by the location selections made here.
Once the locations are set, click Files across selected scans if you need to review which locations are selected.
File Categories
This section displays a chart that provides a visual representation of the content makeup by category. The inner ring is made up of the main document categories. These directly correspond to the color-coded legend displayed on the left. The outer ring is the different document types included in the category. By default, the chart shows the file size for each category, but you can select to view the total file count instead. The chart does not include unknown document types. You can include these document types by selecting the Show Unknown Types toggle.
Filtering the Chart
You can select any category to have the chart only show the information for the selected category. If there are multiple document types under a category, you can expand the category to view the included document types. You can choose to view the entire category, which will include all document types in the category, or you can choose to view a specific document type under the category. You can reset the chart back to the default view by clicking in the center of the chart.
Viewing Files
The chart is interactive. Hovering on a segment will display a tooltip that shows the full document type name if it doesn’t fit on the segment. If you click a segment in the chart or click View Files, you will be taken to the Results page, and the results will be filtered based on the selected information.
Refreshing Content
The page does not automatically refresh to maintain any filtering being used to review the data. Instead, you can use the Refresh button to refresh the page when needed. Note that a refresh draws the File Categories chart again, and as a result, categories may be assigned a different color on the refresh.
Copying the Chart
The Copy option allows you to copy the chart to your computer’s clipboard. This allows you to paste the chart as an image into email messages, documents, etc. as needed.
Saving the Chart
The Save button allows you to save the chart as a PNG image file. The file will download to the folder specified as the default download location for your browser. Once downloaded, you can insert the image into documents or email messages as needed.
