This guide explains how to add and customize the categories for your documents, to organize and classify your documents in the kDrive Infomaniak web app (online service ksuite.infomaniak.com/kdrive) and the kDrive mobile app (application for iOS/Android smartphones or tablets).

Introduction

• A category (or several at the same time) can be assigned to kDrive files and folders.
• Assigning a category is different from defining a color, which can also be assigned to folders and displayed in 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 app:
    

Adding a category to a document…

Prerequisites

• The user must have sufficient rights, including at the level of category management permissions.

… in the kDrive Infomaniak web app

To assign a category to a file or folder in kDrive:

1. Click here to access the kDrive Infomaniak web app (online service ksuite.infomaniak.com/kdrive).
2. The kDrive file structure is displayed in the left-hand menu:
   1. Select the file(s).
   2. Click on the tag icon at the top of the table.
   3. Click on the category in which the file(s) should be classified:
      
3. You can also create a new category with the name of your choice:
   1. Select the file(s).
   2. Click on the tag icon at the top of the table.
   3. Enter the name of the category in which the file(s) should be classified.
   4. Click on the ‍ icon to create your category and be able to select it:
      
4. You can also click on…
   1. … the ‍ icon in the CATEGORIES column of your file (the window must be large enough).
   2. … the ‍ icon in the left-hand menu:
      

…. on the kDrive mobile app

To assign a category to a kDrive file:

1. Tap on the action menu ⋮ located to the right of the item in question.
2. Tap on Manage categories.
3. Tap on the desired category(ies).
4. Return to the content using the back arrow at the top left:
   
   

Sort your documents by category on…

… on the Infomaniak kDrive web app

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