All Collections
Companies
Getting Started with Companies
Managing document types for Companies
Managing document types for Companies

Define document types for your Sine Companies instance

Robert Sterling avatar
Written by Robert Sterling
Updated over a week ago

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.

Did this answer your question?