Set Doc Type

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Overview

What are document types & how do they help?

Users can sometimes put documents in wrong folders, or add duplicate tags with different spellings. This is why you use document types instead. Defining a document type lets you categorize documents based on their content, for eg: receipts, contracts, invoices, etc. You can also add custom indexing fields to every document type like date, amount, vendor name, payment method, etc. And also define the type of data that can be entered in each indexing field, for eg: date in the ‘date’ field, numerical data in the ‘amount’ field, text in the ‘vendor name’ field, and cash, cheque or card in the ‘payment method’ field.

How to set a document type?

You can set a document type by dragging the document, and dropping it onto the it’s corresponding type in the document type section. Or you can just select the document, click on it’s information tab, and select the document type from the drop down.

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