This guide will go over different document types
Document types: Who can view relevant documents
Document types allows you to define and group your documents. This could be based on different types such as cover letter, resumes, certificates, classified documents and etc.
Grouping the documents makes it easier for you to decide who should be able to access the separate documents. In other words, who should have the permission to do so. For example, classified documents may only be accessible by the concerned employee.
To edit the permission of a certain document go to settings > permissions > document access. Learn more about how to set up permissions.
How to add a document type
To add a new document type click on add document type in the upper left corner. Assign a fitting name for this type.
In the field lifetime you can define that all new documents of this type will have an expiration date. This is defined by number of days e.g. 365 days. A documents expiration date will indicate that the document will appear as expired and should be renewed. This is relevant in cases such as certificates or the like that must be renewed eventually. However, the document will not be deleted once the expiration date occurs unless you specifically decide on this in the next step: the document will automatically be deleted xx days after expiration date (in days).
In this guide, you have been introduced to advantages of using document types. Additionally, you have learned how create new document types.