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Managing Catalogues

A Catalogue is a reusable list of key/value pairs that a Catalog field can match extracted text against - think of it as a lookup table. Typical examples include cost centre codes, supplier names and codes, or a fixed set of status values.

Viewing catalogues​

The Catalogues page lists every catalogue with its description and last-modified date, with options to configure or delete each one.

Creating or editing a catalogue​

Go to Catalogues → Create Catalogue (or open an existing one) to reach the editor:

  1. Under Catalogue Details, set a Name and Description.
  2. Under Catalogue Items, build your key/value list one of two ways:
    • Click Add Item to add a single key/value row.
    • Click Import CSV to bulk-import a two-column CSV file, where the first column is the key and the second is the value. Imported items are added to whatever is already in the list, rather than replacing it.
  3. Remove any row with its trash icon.
  4. Click Save Changes.
tip

When preparing a CSV to import, keep it to exactly two columns with no header row - the first cell of every line becomes the key, and everything after the first comma becomes the value.

How catalogues are used​

Once a catalogue exists, attach it to a Catalog or List field on a Document Type (see Field Types). When reviewing a document, that field is presented as a searchable list drawn from the catalogue's items, and you choose whether the stored value should be the item's Tag (key) or its Value.