Document Types - FAQ

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What are Document Types?

Document Types allow you to use a more structured approach to manage your documents. Using Document Types, you can store specific indexing information with each document.
For example:
Store Invoice Number, Invoice Date, Invoice Amount with each stored Invoice and store Sender Name, Date with each stored Letter.
For more information, see Data Fields.

How is it useful?

The main advantage of using Document Types is that detailed information about each type of document added can be captured by creating very specific data fields. Doing this also increases the number of ways you can look for documents.

Do I have to create Document Types?

Globodox by default ships with some common Document Types such as Invoice, Checks, Letters and Email. You can modify these Document Types by adding or removing data fields. You can even delete any of these Document Types and create a new set of Document Types more suited to your organization.

Related Topics

Create a Document Type

Set a Document Type of a Document

Create Data Fields for Document Types



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