How to Use Document Types
Document types are used under ‘My Documents’ in the ‘Contacts’ area. Use document types to help you determine what kind of document is stored. Five document types are set up by default. However, you can add more document types to suit your needs.
Benefits of Document Types
Essentially, document types are there to structure document storage and assign each document a suitable type. When you know what kind of document you are looking for, you can filter by specific document type.
For example, you can add the document type ‘Contract’. It is then easier to find a specific contract via the filter function. Document types are above all helpful for users who want to use Contact Manager but not the Atlanto Accounting module. This means that Atlanto users who don’t have the Accounting module can also store their documents in a well-structured way with the corresponding contacts.