Document types

Settings → Finance & Business → Document types is where you define the kinds of document your organization files, such as a work permit, a signed order or a receipt. Each type belongs to one kind of record, so a type created for team members is offered only on team members. See Document Management for how documents are uploaded against these types.

Who can change it

An administrator or anyone with the Documents manager permission can open this screen, add types and edit them.

The controls on this screen

Add document type: the button at the top right, opening the add dialog. On an empty list the same button appears in the empty state, under No documents have been added yet.

The list has four columns. Click Type or Description to sort by it; the list opens sorted by Type, A to Z.

Column	What it shows
Type	The name of the document type.
Related entity	What the type attaches to.
Description	The optional description.
Expiring document	Yes or No.

Edit: the pencil at the end of each row opens the edit dialog. There is no delete: a document type, once created, can be changed but not removed.

The add and edit dialog

The title is Add document type or Edit document type.

Name: required. The name people see when choosing a type.

To what entity attach?: required when adding. The choices are Team members, Suppliers/Contractors, Clients, Projects, Assets and Incoming invoices. It cannot be changed once the type exists: the field is shown greyed out when editing. Existing types may also show Contracts or Time off requests; those are not offered for new types.

Add optional description: free text, up to 255 characters. Emptying it on an existing type clears the stored description.

Expiring document: a checkbox, off by default. When on, a document of this type carries an expiry date, and Flowtly sends reminders before it passes. Without it, documents of the type have no expiry date.

Add (when adding) or Save (when editing): stores the type and shows a Success message. The button stays disabled until the name and, when adding, the entity are filled in.

Example use cases

• An office manager adds a Work permit type for team members and ticks Expiring document, so renewals are reminded.
• An administrator adds a Signed NDA type for clients, with a description that says where the original is kept.
• A manager renames a type without losing the documents already filed under it.