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

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 - 2 decimal places
• Boolean - Yes/No
• Integer
• Date - Date
• Time
• Decimal number (3) - 3 decimal places
• Decimal number (4) - 4 decimal places
• Decimal number (5) - 5 decimal places

Click on

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

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

Click on Save 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.

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.