Skip to main content

Document Types Overview

A Document Type is the template that tells the platform what kind of document it's looking at and which pieces of information ("fields") to pull out of it. You'll typically create one Document Type per distinct kind of paperwork you process - Invoices, Purchase Orders, Certificates, and so on.

The Document Types list​

Go to Document Types in the sidebar to see every type your organisation has defined, along with its description and when it was last modified. From here you can:

  • Click a name (or its Configure button) to edit it.
  • Click Delete to permanently remove a Document Type.
  • Click Create Document Type to start a new one.
caution

Deleting a Document Type cannot be undone. Documents that were already processed against it are not deleted, but you will no longer be able to create new batch jobs using that type.

Document Type Details​

At the top of the editor is the Document Type Details card:

  • Name and Description - how this type is identified throughout the platform.
  • Load Template - pick from a library of predefined starting-point templates (if any have been made available to your organisation) to save time instead of building fields from scratch.
  • AI Assistant (administrators only) - upload a sample document and let the platform propose a set of fields automatically. See AI Assistant & Templates.
  • Auto-Generate Document Identifiers - a switch controlling how each document's ID is determined:
    • On - the platform generates an identifier for you, and you can configure an Identifier Prefix, Identifier Suffix, and Identifier Length.
    • Off - you describe, in plain language, how the identifier should be recognised on the document itself (for example, "the number printed next to 'Invoice No.' at the top right"), and you can attach Field Rules to guide that recognition.
  • Default Document Type (administrators only) - marks this type as a template that every organisation can base their own Document Type on.

Field Configuration​

Below the details card is the list of Fields - the actual data points to extract. Click Add Field to add a new one, drag the handle on a field's card to reorder it, and click a field's card to expand or collapse its settings.

See Field Types for a full breakdown of every field type and its options, and Field Rules & Identifiers for how to fine-tune extraction behaviour.

Saving your changes​

The Save Changes button is enabled once you've made an edit. An Unsaved Changes badge appears next to it as a reminder that your work hasn't been saved yet.