Available functions
From the Categories section, you can:- View all existing categories in your organization
- Search for categories using keywords
- Add documents to specific categories
- Remove documents from categories
How categories are used
Categories serve multiple purposes across the platform:| Use case | Description |
|---|---|
| Document organization | Group related documents under a shared label for faster retrieval. |
| Partner matching | Link opportunity categories to partner profiles to match partners with contract types. |
| Simulation input | Categories help the simulation engine match your organization’s capabilities with an opportunity’s requirements. |
| Proposal filtering | Filter documents by category when selecting supplementary files during proposal generation. |
Related topics
- Documents — Uploading and managing company files.
- Administrator Workspace — Managing partner profiles and their linked categories.
- Team Simulation — How categories support capability matching.