Document types determine where in the application that documents can be uploaded (called entities), the allowed file types, and who has access to the documents. Administrators can view and update document types in Documents > Admin > Document Types:
The top part of this screen is a list of all of your organization's document types. Predefined document types are displayed in gray and custom types are displayed in black. When you select a document type in the list, its attributes and access settings are displayed in the bottom part of the screen. In the left side of the bottom part of the screen, you can view and update the document type's attributes, such as name, description, and file types. In the right side of the bottom part of the screen, you can view and edit the access settings. You can find more information about editing document types in later sections of this guide.
The feature comes with a number of predefined document types, which are listed in Predefined Document Types. You can also create new document types to suit your organization's needs. For example, administrators could configure an Employee Waiver document type that is attached to employee records and is only available to managers and HR administrators. See Add Document Types.