Document Types ▶ Watch video

Lets you create labels to identify documents and, at the same time, allows the creation of templates for a desired document type by creating form fields to add them to the templates according to the user's preference.

• Advantage: Improves the organization of and access to document information.
• Additional detail: Permissions can be applied per folder, so that only specific users can access, edit or view certain documents, complying with security and confidentiality standards.

Step by Step:

1. Go to the DocuKlaud side menu and click the Settings. button.


2. Select the Document Types. option.


3. Click the New type button to create a new document category.


4. In the Document type name field, type the name (e.g.: Contract, Report, Certificate).







5. In the form section, click Create field and define the field type (text, date, list, etc.).














6. After creating the fields, select the ones you want for the document; you can leave it as a required or optional field.








7. Click Add in the template section to add a Word template (docx) and be able to configure it.


8. To configure the template with the labels, you just have to copy the label and place it with the braces ({}) included in the part where it is needed, and after configuring, you can close the document.








9. Click Save to finish. The new type will be available in document creation.


10. You can edit the document at any time.


11. You can replace the current template with a new one.


12. You can also download the modified original template or delete it and put a new template in place.