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A category is a container for related evaluation criteria. You create a category for each document type you want to analyze regularly.

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Concept

Think of a category as a checklist: “What do I look for when reviewing this type of document?” Examples of categories:
  • Project proposals: Is the goal clear? Are resources planned? Is there a timeline?
  • Compliance reports: Are all mandatory details included? Is the language precise?
  • Contract templates: Are rights and obligations balanced? Are important clauses missing?

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Creating a category

  1. Click Categories in the sidebar
  2. Click New Category
  3. Enter a descriptive name
  4. Optional: Choose whether to display scores
  5. Click Create

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Editing a category

Click on a category to open it. Here you can:
  • Change the name
  • Toggle score display on/off
  • Add, edit, or sort evaluation steps

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Archiving a category

You can archive categories you no longer need:
  1. Open the category
  2. Click the menu (three dots)
  3. Select Archive
Archived categories no longer appear in the main list, but existing analyses are preserved.
You can view and reactivate archived categories anytime using the “Show archived” filter.

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Next step

Define evaluation steps

Learn how to create specific evaluation criteria