Create document types

Document types allow you to attribute structured, consistent metadata to your documents. For each document template, you can assign properties of the type:

• text
• numeric
• select
• multi-select
• date, date range, multi date, multi date range
• rich text
• geolocation

For example, you may want to create a document type called "NGO Reports" which will contain properties such as title, date published, NGO author, etc. You will create one document type for each kind of document that has a distinct set of properties.

Under Documents, you can view, edit, and delete existing document types.

Follow these steps:

1. Click on the gear icon in the top right corner of the site.

2. Go to Document Types.
3. Click on Add document type under Document types.
4. You will see two default properties: Title, and Date added.
5. Apply properties by dragging them into the designated box.
6. Edit the Name of the property that you are adding.
7. Indicate whether the property is required, whether it should be shown in Cards or used as a filter.
8. Click Save.

When adding a new property to a document or entity type, you can choose whether you want that property to: be required, show in the library cards, and/or be included in the list of filters for which your users have access.

Note: When you add a multi-select property to a type, you will see a field titled Thesauri in which you can select a Dictionary or an Entity type that you have already created. See the section on managing your dictionaries for more information on how to create these dictionaries.