Using document types

Document types can be used to categorise your documents and assign different kinds of shared property to them. Document types can be used for a range of purposes, depending on the shared properties they include.

To learn more about the how to create different kinds of document type, please see the section Document Types.

Document types can be applied to documents from the Documents page on your workspace.

To apply a document type to a document, right click on the document title and select the Custom Properties option from the drop-down menu. This will prompt the Custom Properties dialog box to appear.


Right clicking on a document title and selecting Custom Properties... opens the Custom Properties dialog box.

From the Document Type drop-down menu, select the Document Type that you wish to apply to the document, fill out the relevant fields, and press Save.

If you have any remaining questions, please see our related articles on the right. If you don't find what you're looking for, you can contact us by clicking the Help button or selecting Submit a request.

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