Classify documents by document type

Uploaded documents can be classified into document types. The classification can be selected manually for each individual document or the documents can be classified automatically after uploading.

  1. Manual classification:
    1. Go to “Settings>General>Document type”.
    2. The table shows the document types.
    3. Click on “New” to create a new document type or select an existing document type.
    4. Edit the following fields:
      1. Enter the name of the document type in the “Name” field.
      2. The “Style” field defines what the link to the document should look like.
      3. In the “Customer” and “Subcontractor” fields, you can specify whether the document with the document type should be automatically available to the customer or subcontractor in the customer portal or in the subcontractor portal. The ticks can be overridden in the shipment mask.
      4. In the field “Status X” you can specify whether the document with the document type should have a cross (x) in the shipment table in the “Dx” column. The “Dx” column specifies a relevant document, e.g. Delivery documents. The cross can be overridden in the shipment mask.
    5. Click on “Save” in the toolbar.
    6. In the menu, go to the program “Shipments>Shipment”. Under “File>Documents” you can now select the newly created document types for the uploaded document by clicking on the “pencil” symbol and thus classifying the document.
  2. Automatic classification:
    1. Go to “Settings>General>Assign Document type”.
    2. The table shows the standard document types that are automatically assigned to the document after uploading.
    3. The “Assign” column defines which term the name of the document must contain. The “Document type” column defines which document type the document is.

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