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Document Types

This article explains how to set up document types

Traffio avatar
Written by Traffio
Updated over a week ago

When uploading documents into the system, you can choose the document type, such as bookings, equipment, people, etc. Each document type has default visibility and application settings. Traffio provides a pre-built list of document types with predefined applications and visibility, which are read-only. However, companies have the option to create their own custom document types.


How To Create a New Document Type

  1. Navigate to Admin

  2. Select the Document Types tab

  3. Click +New

  4. Enter Document Name

  5. Select Default Visibility (this visibility can be changed on individual documents)

  6. Toggle on the Document Applications

  7. Click Create

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