Configure Document Types

Define the types of documents your organization collects from clients, such as tax returns, ID copies, or contracts.

Adding a Document Type

1. Go to Settings > Documents tab.
2. Fill in the fields:
   • Name -- the document type label (e.g., "Tax Certificate")
   • Description -- a brief explanation of what this document is
   • Is required -- toggle on if every client must provide this document
   • Has expiry -- toggle on if the document expires
   • Reminder days -- number of days before expiry to send a reminder
   • Sort order -- controls display order on client pages
   • Active -- toggle on to make it available
3. Click Add.

Where Document Types Appear

Configured document types show up on each client detail page under the Documents section. Team members can then upload, track, and manage documents per client based on these types.