Document Types #

Navigating: Sidebar > Administration > Document Types.

Video Walkthrough #

Define and manage document type categories.

Document types define the categories of documents in the project (e.g., "Shop Drawings", "Specification", "Method Statement").

Type Structure #

Each type has:

• Name: Display name.
• Abbreviation: Short code used in auto-generated reference numbers (e.g., "SD", "SPEC").
• Active/Inactive: Inactive types are hidden from creation forms but preserved for existing documents.
• Fields: Ordered list of dropdown fields. Each field has a name (e.g., "Discipline") and options with display values, abbreviations, and active status.

Operations #

• Create: Define a new type with its fields and options.
• Edit: Rename, change abbreviation, add/modify/remove fields and options, toggle active status.
• Delete: Remove a type entirely (only allowed if no documents of that type exist).