Document sorting

In MoonDesk, each document's name is made out of its classifying values, which include the document type and its several classifiers. This makes fast and simple document search easier through the application of filters.

Document type

Document types are the most general criterion for their sorting, usually referred to the piece's physical nature. Some common examples include:

  • Label

  • Box

  • Bag

  • Case

Each document can only be assigned one document type.

Classifiers

Classifiers allow to group documents according to the product's commercial aspects and characteristics. Some common classifiers include:

  • Brand

  • Variety

  • Size

  • Net content

  • Importer

Each classifier can have one or more available values. It's possible to select multiple values for one same classifier.

The documents' classifying values can be created and modified from the Adobe Illustrator plugin, as well as from MoonDesk's web app, always depending on the specific user's permissions.

The creation of types of documents and classifiers is always handled by MoonDesk's team following the requirements established by the customer.

Establishing proper classifying criteria is essential for being able to find documents easily, and for configuring control rules that will make reviewing documents easier.

Editing classifiers

You can edit values within classifiers by adding, modifying or deleting values. However, values which are associated to a document must be unlinked before being able to be deleted.Editar Clasificadores en la extensión de Adobe Illustrator

From the "Search" tab:

  • Look for the documents.

From the "Edit" tab:

  • Open the document for its edition.

Screenshot of the "Search" and "Edit" tabs in the Adobe Illustrator plugin
  • Click on the ✏ icon to open the edition tab.

  • There, you will be able to add values (➕), edit them (✏️) or delete them (🗑️).

Editing classifiers in the web app

Searching for documents:

  • Go to the "Search documents" option.

  • Click on "Visualize", and then on "Re-classify".

  • Change the documents' sorting by choosing new values.

  • Add new values with the ➕ button, and edit them with the ✏ icon.

Screenshot of the steps for editing classifiers

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