Document Types

View - Settings - Company - Properties Register - Document type

The program comes with a number of predefined document types, e.g. 'Project', 'Employee', 'Internal', 'Private Individual'. If you require more document types than the default types included with the program you can create new ones in the Properties Register. New document types will be available from both the document list and the document card after re-opening the document list or card.

The advantages with using different document types are that documents become easier to filter and review in the document list. It also helps you regulate which document templates should be available for which document types.

Default save location

By default, the storage location is preset to the Company database directory for those document types which naturally belong to the company database. Document types classified as private will be saved in the user directory. Employee documents that should not be available to all users of the program will be saved in the individual employee's employee folder, to prevent others from viewing them. You can find the path to the location where documents are saved to in the Default save location field.

User directory: When selecting User directory as the save location, the document will not be included in backups without system files.

My documents: For documents saved under My documents, it is up to each user to ensure that the documents are backed up, as they will not be included in the program's backup function.

Company database registry: For most document types this location will be the default selection. Documents saved here can be read by all users with access rights for reading documents.

System directory: Documents saved in the System directory will not be included in backups without system files.

Employee folder: Employee type documents will be given a proposed save location in a separate Employee folder. Please note that you must tick the Human Resources box if you wish to limit access to users with access rights to read Human Resources-related documents.

User-defined: When selecting User-defined the field below will be activate so that you can enter your own path to where documents of this type should be saved to. User-defined locations for saving documents have to be backed up manually by each single user.

Document templates linked to document types

You can define which document templates should be available for a document type. A document template can be linked to as many document types as you wish.

User access to document types

If you would like to ensure that certain documents are not available to view for all users, you can define user access rights for the document type so that only those users with the appropriate access rights can read those documents.

Human Resources: Documents with this access right restriction will only be available to users with access to Human Resource documents.

Confidential: Documents with this access right restriction will only be available to users that were given access to confidential documents.

Inactive: An inactive document type can no longer appear when using the filter in the document list and the Type drop-down list within the document card. The document type can no longer be selected when creating a new document but it will not affect any documents of this type that were created in the past.