Doc Type Setup

The Doc Type Setup page is the administrative interface for managing the document-type hierarchy, custom metadata fields, validation rules, and access permissions. Only administrators can access this page.

The Type Tree

Document types are displayed as a hierarchical tree (powered by jsTree). Administrators can:

• Create new types at any level in the hierarchy.
• Rename existing types by double-clicking the node.
• Reorder types by dragging and dropping nodes.
• Delete types (only if no documents are currently assigned to them).

Custom Metadata Fields

Each document type can have custom metadata fields that define what information is captured when a document of that type is uploaded or indexed. Fields support various data types:

• Text – Free-text input.
• Number – Numeric values.
• Date – Date picker.
• Dropdown – Predefined list of values (configured as distinct values).
• Checkbox – Boolean true/false.

Fields can be marked as required, meaning they must be filled in before a document upload is accepted.

Distinct Values

For dropdown fields, administrators define the list of allowed values (distinct values). These appear as options in the dropdown when users fill in metadata during upload or editing. You can add, edit, or remove values from the field’s configuration page.

Group Access Control

For each document type, administrators configure which user groups have access. Only users in the assigned groups (or users with Admin/Super Admin roles) can see documents of that type. This provides fine-grained control over document visibility.

Field Ordering and Layout

Administrators can reorder the custom fields to control the sequence in which they appear on the upload form and document record page. Fields are displayed in the order defined in the setup.

INFO

Changes to document type configuration (adding fields, changing access control) take effect immediately. Existing documents of that type will show the new fields, but they will be empty until edited.