How to Create and Customize Categories

Sky allows you to create, edit, and manage document categories to help AI organize and classify case files accurately. Well-defined categories ensure consistent sorting, naming, and retrieval of all uploaded documents across your workspace.

Step 1: Open Settings

Click your avatar in the top-right corner of the app and select Settings from the dropdown menu. This opens the configuration panel where you can manage global app preferences.

Step 2: Go to Categories

In the left-hand sidebar, select Categories to view existing document groups. This section controls how uploaded documents are organized and labeled within each case.

Step 3: Add a New Category

Click Add Category in the top-right corner to create a new document category. Each category helps the AI recognize document types and apply consistent sorting rules.

Step 4: Define Category Details

Enter a clear name for the category and write a short description explaining its purpose. Add naming conventions to define how documents in this category should be titled (for example, Type – Author – Date). You can also include example document names or short tips to help your team maintain naming consistency.

Step 5: Add Content Guidelines (Optional)

Optionally, provide expected content, key topics, and recognition tips. These details help Sky identify relevant documents more accurately and differentiate similar file types.

Step 6: Save Category

Click Save Category to confirm your changes. The new category will appear instantly in the list and can be used for document classification and sorting in cases.