Creating categories

You can create a category system either in the Reference Editor or in the Knowledge Organizer.

Creating Categories in the Reference Editor

1.In the Reference Editor, switch to the Context tab. Or click the double arrow Display fourth column with categories and key words. You can also switch to the Quotations, Comments tab and double-click a quotation to open it.

2.Click Categories.

3.Click the New Category or New Subcategory icon above the category list.

4.Type the name of the category.

Creating Categories in the Knowledge Organizer

1.Switch to the Knowledge Organizer.

2.Click the New category or New subcategory.

3.Type the name of the category.

Changing the Order of Categories and Merging Categories

To change the position of the category in the system, click one of the blue arrows in the taskbar or open the context menu by right-clicking. You can move the categories up or down in the list or promote or demote them.

To change the name of a category, click the category and press F2. You can also open the shortcut menu by right-clicking and then clicking Edit.

To merge two categories, open the shortcut menu by right-clicking and then click Merge. Or press and hold Alt while dragging the category to the category you want to merge it with.