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User Guides

Document types

Screen reference​

Document types classify files for easier filtering, reporting, and workflow consistency.

What you can do​

  • Configure document types according to organization needs.
  • Select the appropriate type when uploading or managing documents.
  • Use types to distinguish reports, contracts, lab results, permits, photos, or correspondence.

Environmental consulting example​

Document types might include Final Report, Draft Report, Lab Results, Site Photos, Client Contract, or Permit.