Managing kDrive Categories to Organize Data

This guide explains how to add and customize document categories to organize and classify your documents on the kDrive Infomaniak web app (online service kdrive.infomaniak.com) and the kDrive mobile app (smartphone or tablet application for iOS / Android).

Introduction

• A category (or multiple at the same time) can be assigned to kDrive files and folders.
• Assigning a category is different from setting a color, which can also be assigned to folders and viewed on the web and mobile app.
  • However, colors are not synchronized between a kDrive folder synced via the desktop app on macOS and the web or mobile app:
    

Adding a category to a document…

… on the kDrive Infomaniak web app (online service kdrive.infomaniak.com)

To assign a category to a kDrive file or folder:

1. Click here to access the kDrive Infomaniak web app (online service kdrive.infomaniak.com).
2. The kDrive tree structure is displayed in the left side menu:
   1. Select the file(s).
   2. Click the label icon at the top of the table.
   3. Click the category in which the file(s) should be classified:
      

You can also create a new category with a name of your choice:

1. Click here to access the kDrive Infomaniak web app (online service kdrive.infomaniak.com).
2. The kDrive tree structure is displayed in the left side menu:
   1. Click the ‍ icon in the CATEGORIES column of your file.
   2. Enter the desired name in the designated field.
   3. Click the ‍‍ icon below the text field to create your category:
      

… on the kDrive mobile app (smartphone or tablet application for iOS / Android)

To assign a category to a kDrive file:

1. Tap the action menu ⋮ to the right of the relevant item.
2. Tap Manage categories.
3. Tap the desired category or categories.
4. Return to the content using the back arrow in the top left:
   
   

Sorting your documents by category on…

… the kDrive Infomaniak web app (online service kdrive.infomaniak.com)

To display only the files in your kDrive that belong to a specific category: