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Document Types

What this page is

Document Types defines the categories used to organise project and compliance files.

Who uses it

  • Admin staff
  • Project/document control users
  • Supervisors maintaining structured records

When to use it

  • During initial system setup
  • When new document categories are needed
  • When cleaning up inconsistent document structures

What this page is for

Use this page to keep document organisation consistent so users can find the right files quickly.

Main actions

  • Create and edit document type categories
  • Standardise naming conventions
  • Maintain category structure used by document pages

Step-by-step (common workflow)

  1. Open Document Types.
  2. Review existing categories.
  3. Add or edit document types as needed.
  4. Save changes.
  5. Confirm new types appear in document upload workflows.

Connections

This page directly affects:

  • Project Documents organisation
  • Compliance document structure
  • Search and filtering quality
  • Reporting consistency

Common mistakes

  • Creating too many overlapping categories
  • Renaming types without communicating changes
  • Using unclear category names

Quick tips

  • Keep type names simple and specific.
  • Avoid duplicate categories with similar meaning.
  • Review document types quarterly for cleanup.