Data Discovery & Risk Insights 25.3.0 Help Center

# Categories

Categories are organizational units that allow you to classify the documents in a workspace for later review. Categories are applied to workbooks within a workspace. You can assign a category to a workbook when creating the workbook. You can edit a workbook to assign a different category or remove the category assignment.

Categories display in a panel on the left side of the Workbooks page within a workspace. Each category card displays a brief summary of information, including:

- number of documents associated with the category.

- number of workbooks associated with the category.

- percentage of documents in the workspace associated with the category.

You can drag each category card up or down to change the order in which the categories are displayed on the Workbook page.

If a workspace has no categories defined yet, the Workbooks tab displays an empty placard with a link to create a category. If a workbook is not associated with a category yet, the left panel displays a section named No Category.

When you create a workspace based on workspace templates, default categories may also be created within that workspace. Depending on the workspace template, the default categories may be already associated with any included default workbooks.

Categories created from default workspace templates

Default workspace template | Included categories
--- | ---
Case Assessment | Responsive, Privileged, Review, Export
Data Cleanup | Redundant, Obsolete, Trivial The Obsolete category is assigned to the included Obsolete Data query workbook. The Trivial category is assigned to the included Trivial Data query workbook.
Data Subject Access Request | Directly Identifiable, Indirectly Identifiable, Review
Predictive Sensitive Analysis Using Sampling | Sampled
Risk Assessment | Regulatory, Financial, Legal, Cascading
Sensitive Data Governance | Hold, Delete, Secure, Export

You can assign any of the categories to any workbook, regardless of whether a workspace template was used. For example, you can associate the Redundant category with a Task workbook defined for deduplication.

To create a category

1. Navigate to the desired workbook.

2. In the Category panel, click the plus sign () to add a new category.

   The Add Category dialog opens.

3. Define the options for the new category.

   Option | Description
   --- | ---
   Name | Type a unique, meaningful name for the category. Limits: Maximum 50 characters. The category name displays as a label on some of the visualizations and charts; consider using short category names.
   Description | (Optional) Type a meaningful description for the new category. Limits: Maximum 250 characters.
   Show on dashboard | Select whether to display category metrics in the Categories view of the chart on the Workspace Overview dashboard and in the Workspace Report. Clear the check box to not show this category in the chart and report.

4. Click CREATE.

   The new category is created and displayed at the end of the category list.

To edit a category

1. In the category panel on the Workbooks page, hover over the desired category card and click the edit () icon.

   The Edit Category dialog opens.

2. Edit the category information as desired.

3. Click OK.

   The category is updated.

To change the order of categories in the Category panel

1. In the category panel on the Workbooks page, hover over the desired category to display the move button.

2. Do one of the following to move the category to the desired location.

   - Click the up arrow on the move button to move the category up one level.

   - Click the down arrow on the move button to move the category down one level.

   - Click and hold the center portion of the move button and then drag the category card up or down to the desired location.

To delete a category

1. In the category panel on the Workbooks page, hover over the category card and then click the X icon.

   The Delete Category dialog opens.

   If this category is assigned to any workbooks, select an alternate category or select No Category.

2. Click YES.

   The category is deleted.

To change the category assigned to a workbook

1. On the Workbooks page within a workspace, click or hover over the row for the desired workbook and then click the edit icon ().

   TIP: You can also click in the row for the desired workbook, open the detail panel () and then click EDIT.

   The Edit Workbook dialog opens.

2. In the Category list, select a different category or No Category.

3. Click OK.

   The workbook category assignment is updated.

Copyright 2019-2025 Open Text
Version 25.3.0 | Last updated August 2025
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