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Document types

Give your uploaded documents a label by creating different document types

Thijs Vluttert avatar
Written by Thijs Vluttert
Updated over a month ago

Simplicate has predefined several standard document types, which can be fully customized and expanded according to your preferences. The maximum file size for a document is 64MB.

Navigate to Settings > General > Documents.

An existing document type can be modified by clicking on it. To create a new document type, click the green โ€˜+ Newโ€™ button at the top right in Simplicate:

Next, specify in which module(s) the document type should be recorded and thus be visible:

Now that you have created or modified a document type, we advise you to carefully review the permissions. Go to Settings > Account > Users, user groups and users > Permissions per user group. Here, you can specify per document type who is allowed or not allowed to view it.

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