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How do I categorise my file attachments?

Gav Willis avatar
Written by Gav Willis
Updated over 4 years ago

The Document/File Type field is a custom value used to categorise files uploaded to your data records. This field is available in the following locations:

  • The Documents tab in the Learner Summary

  • The Files tab in the Applicant Summary

  • The Files tab in the Organisation Summary

  • The Files tab in the Officer Summary

  • The Files tab in the Vacancy Summary

  • The Files tab in the Vacancy Application Summary

  • The Files tab in the Opportunity Summary

The field can be used to filter file lists and can be applied to a file when uploading or editing it.

Document/file types are maintained in the Document Types section of List and Type Configuration. If you have Database Admin permissions set, you will be able to access Configuration > Lists and Types > Document Types from the side menu. In this page, you can view any types that have already been set up.

Selecting Create will open a window where you can enter the Code and Description for the new type.

Once you have finished, select Save to add the new type or Cancel to discard it.

For more information, take a look at the full help page for Document Types in List and Type Configuration.

Keywords: Document type, file type, attachment classification, custom document label

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