Document Types and Settings

Document types are the categories you assign to files in the Documents module, such as contracts, certifications, or internal policies. Setting up the right document types keeps your records organized and makes files easier to find and filter.

This article is for Admins and Managers. It covers who can manage document types, how to add them, and how to remove ones you no longer need.

Who can manage document types

Document types are managed from your account configuration. Only users with administrative permissions, such as Admin or Manager, can add or remove them. Once a type is added, it becomes available to every employee when they upload or view documents.

For more on how roles control what people can do, see Roles and Permissions.

Add a document type

1. Open the document settings in your configuration.
2. Add a new document type and give it a name that matches how your company categorizes files, for example Contract, Certification, or Policy.
3. Save your changes.

After you add a type, it becomes available in the Documents module and can be selected when someone uploads a document.

Use document types when uploading

When someone uploads a file, they pick a document type from the list you configured. Consistent, well-named types make it easier for your team to filter and find records later. See Managing Documents for the upload flow.

Edit or delete a document type

To remove a document type you no longer need, open its three-dot menu and select Delete. Existing documents keep their history, but the type is no longer offered for new uploads.

Related articles

• Managing Documents
• Document Templates
• Roles and Permissions