Setup and integrations
Document Types
Create the categories used to organise documents uploaded to client and project records.
Last checked 10 November 2026
Administrators manage document categories in Setup > Document Types. Use names that help the team recognise a file's purpose, such as correspondence, drawings or supporting reports.
Add a type
- Open Document Types.
- Click the Add Type plus button above the table.
- Enter the Title.
- Click Add Type.
Check the list first so that you do not create several categories for the same purpose.
Edit or remove a type
Click an existing title to edit it in place, then confirm the edit. Use the red bin control to delete a category you no longer need. Check existing use before removing categories, particularly if the team relies on them to find older files.
Use a type on documents
When uploading documents to a client or project, select the appropriate type from the upload form. The type describes the file; it does not create a document template or add content to the file.
Document Types are not file extensions. For example, a PDF and a Word document could both have the same category if they serve the same purpose.
Co-consultant request uploads use separate categories such as Quote, Insurance and T&Cs. Adding or renaming a type here does not customise those request-upload categories.
If the category you need is unavailable in a client or project upload, ask an administrator to add it here, then reopen the upload form.