Supporting documents
How does an admin manage document types?
Types define owner scope, optional reference labels and validity-period requirements where permitted.
Navigation: Open Forms 145/146 → Forms Dashboard → Settings → Document types
How to do it
- Open Settings → Document types as the organisation Admin.
- Click Add type under the intended remittee/transaction group.
- Enter Name and the permitted validity/reference settings, then Save.
- Use existing-type Rename/activation controls as allowed and check the type in the upload dialog.
What to expect
The category becomes available for the organisation's permitted uploads.
Important details
- Built-in/locked types do not allow every definition to be changed.
- A new type does not increase count limits or move existing files automatically.