{"id":20172,"date":"2022-03-25T13:46:10","date_gmt":"2022-03-25T12:46:10","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-portal\/user-guide\/ranking\/"},"modified":"2026-05-13T10:47:14","modified_gmt":"2026-05-13T08:47:14","slug":"ranking","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/ranking\/","title":{"rendered":"Ranking"},"content":{"rendered":"\n<p>Thanks to a filing interface, you will be able to preview and dynamically classify your documents uploaded to Open Bee\u2122 Portal. Click on &#8221; <strong>Pending filing<\/strong> <strong> <\/strong>&#8221; in the left-hand menu, you will find all your documents awaiting filing.<\/p>\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/image-6-translated.png\" alt=\"\" class=\"wp-image-23974\" style=\"width:228px;height:auto\"\/><\/figure>\n\n<p>These are located in the &#8220;<strong>Documents to be filed<\/strong>&#8221; column. In the &#8220;Document Preview&#8221; column, you will be able to see a <strong>preview of<\/strong> the selected document.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/image-7-translated-1024x519.png\" alt=\"\" class=\"wp-image-23977\"\/><\/figure>\n\n<p>There are two possible classification modes:<\/p>\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#Classement-Classementd%E2%80%99undocumentpard%C3%A9faut\">Filing a Default Document<\/a><\/li>\n\n\n\n<li><a href=\"#Classement-Classementd%E2%80%99undocument%C3%A0l'aided'uner%C3%A8gledeclassement\">Classify a document using a filing rule<\/a><\/li>\n<\/ul>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>These steps imply that a document awaiting filing is selected in the &#8220;<strong>Filing<\/strong>&#8221; section<\/p>\n<\/blockquote>\n\n<h4 class=\"wp-block-heading\" id=\"Classement-Classementd&#x2019;undocumentpard&#xE9;faut\">Filing a Default Document<\/h4>\n\n<p>On the right-hand side of the &#8221; <strong>Document Classification<\/strong> &#8221; screen, select the &#8221; <strong>Default<\/strong> &#8221; classification rule.  <\/p>\n\n<p>Enter the name of the document and click &#8220;<strong>File<\/strong>&#8220;<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907732-translated.jpg\" alt=\"\"\/><\/figure>\n\n<p>Select the folder where you want to file the document.<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907733-translated.jpg\" alt=\"\"\/><\/figure>\n\n<p>When selecting a folder, its subfolders will be displayed if you click on the small white arrow to its left.<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907734-translated.jpg\" alt=\"\"\/><\/figure>\n\n<p>Finally, click on the &#8221; <strong>Classify<\/strong> &#8221; button at the bottom of the page.<\/p>\n\n<p>Your document is then filed in the previously selected location:  <\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/03\/273907738.jpg\" alt=\"\"\/><\/figure>\n\n<h4 class=\"wp-block-heading\" id=\"Classement-Classementd&#x2019;undocument&#xE0;l'aided'uner&#xE8;gledeclassement\">Classify a document using a filing rule<\/h4>\n\n<p>Select the filing rule of your choice, and then choose a document type from the list provided.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/image-9-1536x346-translated-1024x231.png\" alt=\"\" class=\"wp-image-23984\"\/><\/figure>\n\n<p>Fill in the document metadata that is displayed dynamically based on the type of document you choose.<\/p>\n\n<p>Once all the fields are filled in, you will be able to see where your document will automatically be filed and its name.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/image-10-translated.png\" alt=\"\" class=\"wp-image-23987\"\/><\/figure>\n\n<p>Finally, click on the &#8220;<strong>Automatically file&#8221;<\/strong> <strong>button.<\/strong><\/p>\n\n<p>A notification informs you that your document has been correctly filed.<\/p>\n\n<p>Your document is then correctly indexed using the classification rules and automatically renamed:  <\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907742-translated.jpg\" alt=\"\"\/><\/figure>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>The document will be sorted according to the classification rule set for the selected document type.<br\/>For more information, see &#8220;Create a ranking rule.&#8221;<\/p>\n<\/blockquote>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>A document must be filed to be viewable by other users. Any document awaiting filing will not be visible outside the filing section.<\/p>\n<\/blockquote>\n\n<p>There are multiple ways to add documents to the filing area:<\/p>\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/ranking\/from-the-web-interface-by-dragging-and-dropping\/\">From the web interface by dragging and dropping<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/ranking\/from-a-webdav-scan-voucher\/\">From a WebDav scan voucher<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/ranking\/from-pc-software-sync\/\">From PC software (Sync)<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Thanks to a filing interface, you will be able to preview and dynamically classify your documents uploaded to Open Bee\u2122 Portal. Click on &#8221; Pending filing &#8221; in the left-hand menu, you will find all your documents awaiting filing. These are located in the &#8220;Documents to be filed&#8221; column. In the &#8220;Document Preview&#8221; column, you [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":20156,"menu_order":5,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-20172","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20172","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=20172"}],"version-history":[{"count":7,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20172\/revisions"}],"predecessor-version":[{"id":38828,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20172\/revisions\/38828"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20156"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=20172"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}