Document Types

Document Types define the categories used to classify documents within a request.

[Screenshot: The Document Types settings screen showing the list of defined types]

Common Document Types

• Correspondence (emails, letters)
• Briefing note
• Report
• Memo / memorandum
• Spreadsheet / data
• Presentation
• Policy document
• Form

Managing Document Types

• Add — Click Add Type, enter the name (and translations if multiple languages are enabled), and save.
• Edit — Click on an existing type to update it.
• Remove — Delete types that are no longer needed.

Usage

During document review, reviewers can classify each document by type. This classification helps organize large document sets and provides useful metadata for reporting on the composition of responsive records.