1. Click on the Contract icon in the black menu and then on Administration

2. Click on the drop-down list and select +Create new type

3. Name your new document type

Once the new document type has been saved the name can be edited by clicking the icon with a pen to the right of the field.

Write the new name in the field that appears and click Save.

Access rights

4. Select in which companies the document type should be available, the companies that are available are those for which you are Contract admin.

5. Select which roles should have access to the documents.

When you select roles, the users belonging to these roles will appear under Avaliable users for selected roles. The users listed here will be able to open documents of the document type in question directly from invoices and will be eligible to receive reminder emails regarding documents of the document type in question.

Add Fields

The default fields for all document types are:

• Document Name
• Vendor
• Comment field

In addition to these standard fields, you can create fields for the information you want to store about the documents.

The fields can be created for the following data types:

• Text
• Decimal number - max 3 decimal places
• Checkbox - Yes/No
• Integer
• Date
• Time
• List

Click on

Type the name of the field in the languages you use in your organization.

Select the Field type and use the eye on the left to choose whether the field should be visible.

If you want the field to be mandatory for the user to fill in, click on  .

When blue , the field is mandatory for the user to fill in when registering a document.

Click and a new empty row is created.

Once you have created the fields you need, you can change the order of the fields by clicking and dragging the dots on the left of each row.

Finish by clicking on Save.

Create list

If you select the List field type, you need to add the options that should be in the list. You do this by clicking on the button with a pencil that appears next to the drop-down list.

A new form opens to add values

Type a value in the text box and click to create a new row. Add the values you want to the list and then click OK. If you want to remove a value from the list, click on the trash can on that row. On the document, the list looks like this:

Edit list

If you want to make changes to an existing list, click on the pencil next to the Field type drop-down list. The same form as when you created the list opens but with values filled in and the pencil active next to each field. Click on the pencil to change values and on the bin to delete values. The documents that have any of the changed values will be automatically updated.

Hide fields

If you have created fields you no longer want to use, you can hide them by clicking on the blue eye on the left of the row. The fields with a gray eye are not visible in the interface.