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Knowledge base Manage kDrive categories to organize your device data

    Manage kDrive categories to organize your device data

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

     

    Introduction

    • A category (or multiple at the same time) can be assigned to kDrive files and folders.
    • The assignment of a category is different from setting a color, which can also be assigned to folders and be visible on the web and mobile apps (only available with paid kDrive plans).
      • However, there will be no synchronization of colors between a kDrive folder synchronized by the desktop app on macOS, and the web or mobile apps:

     

    Add 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 Web app kDrive Infomaniak (online service kdrive.infomaniak.com).
    2. The kDrive tree view appears in the left sidebar:
      1. Select the file(s).
      2. Click on the label icon at the top of the table.
      3. Click on 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 Web app kDrive Infomaniak (online service kdrive.infomaniak.com).
    2. The kDrive tree view appears in the left sidebar:
      1. Click on the icon ‍ in the CATEGORIES column of your file.
      2. Enter the desired name in the field provided for this purpose.
      3. Click on the icon ‍‍ under the text field to create your category:

     

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

    To assign a category to a kDrive file:

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

     

    Sort your documents by category on…

     

    … 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:



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