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Document Types
Document Types

This article explains how to set up Document Types.

Traffio avatar
Written by Traffio
Updated over 2 years ago

When uploading documents into the system, you're able to select what type of document it is. This document type has a defaulted visibility and application. Pre-built into Traffio there is a list of Document types to choose from that have set applications and Visibility, these are Read-only but companies are able to create their own document types.

How to create a new Document Type

  1. Navigate to Admin

  2. Select Document Types on the top tab bar

  3. Click + New

  4. Fill in document type information

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

  6. Toggle on the Document Applications

  7. Create

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