Document Types are an important part of the document management process within Sine Companies.

To define document types, navigate to Settings and then click Add Document Type.

Then, enter the name of your document type and click Create. Once created, these document types will appear in your document type dropdown when requesting or uploading a document.

You can now link Document types to Tags or Categories to streamline and standardise the process of requesting documents from suppliers.

See the Compliance Categories article to learn more