Admin: Setting Up Document Categories & Types
Before sending requests, set up categories and document types, including approval flow and e-signature requirements.
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Categories group documents by direction: Distribute, Collect, or Both.
Examples:1- Onboarding documents (Collect)1- Company policies & notices (Distribute)1- Year-end tax adjustments (Collect)
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A more specific classification within a category. Each type can define:
1- Name & direction1- Approval mode:
none: no approval needed (distribute/acknowledge only)
simple: approved by the approvers named on the request
workflow: multi-step approval (in preparation — please use "simple" for now)1- E-sign level:
ack: acknowledgment only ("read" record)
evidence: evidence signature (IP, timestamp recorded)
external: integration with external e-sign service1- Sensitive flag: only designated admins can view1- Allow employee upload: uncheck to restrict uploads to admins1- Max file size & allowed file types1- Retention period (months)
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- 1.Admin menu → Document Management
- 2."Add category" → select direction
- 3.Click "Add document type" under the new category
- 4.Configure each setting and save
Example
Create 'Onboarding (Collect)' category → add 'Employment Contract' type (approval: simple, e-sign: evidence)
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