Category Setup

Categories allow you to organize your submissions. In a call for papers, this is typically the individual sessions/programs that is being submitted to. By setting up categories you are creating a base layer for organizing your data. To access your category settings, select 'Program Settings > Categories.' You will see 4 buttons available:

• Add Categories

  This button allows you to add individual categories. The following options are available:

  • Parent

    This field lets you set the parent for a child category. For a top-level category, this will default to Root.

  • Code

    This field lets you set a code for your category. For instance, if the category is 'Apples and Bananas,' we would recommend setting the category code to 'AB.'

  • Name

    This field is for the name, or title, of your category.

  • Category Label

    This lets you override the Name field. You can set the name to the public facing title, and use a different title internally.

  • Description

    This textarea allows you to add a description, or instructions, for the category. 

  • Prevent New Applications to Submit in this Category

    This field lets you set Open/Close dates for specific categories.

  • Set limit of Submissions per Applicant in this Category or Sub Categories

    This field lets you limit the maximum number of applications for the category.

• Import

  This button allows you to import your categories.

  • Generate CSV Template

    This button will generate a CSV template for importing categories correctly.

  • Upload CSV

    This option will allow you to upload/import your new categories from a CSV file.

  • Google Sheet URL

    This option will allow you to import from a Google Sheet. You will need to make sure the sheet has public viewing permissions.

• Export

  This button will download your categories in CSV format.

• Bulk Edit

  This button allows you to edit category names and codes in bulk.