How to organise documents into different categories and types

in General usage and benefits

Unlike the document storage options, in the DocuBank cloud solution files are not stored in directories. Document categories and types can help to organize your documents.

There are default categories and types in the system but they can be modified at any time in accordance with the requirements of your company. (You can modify the categories and types in the Customisation/Core data menu.)

Apart from organization document categories also regulate access to documents. Access by user roles can be determined individually for each category. Document types have a special role in two respects. Approval processes can be determined for document types, and custom fields can also be added for each document type.

It is recommended to become familiar with the basic settings than customize the system for your own documents.

Besides the category and the type, your documents may of course be organized according to numerous other data as well, for instance by registry number, responsible, project, associated company or person, etc.

Latest update: 29/03/2017

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