New Document Type

When you create a new document type in DOConvert, you can define the structure and fields for the documents that the system will process. Follow the steps below to create a new document type:

Step 1: Access Document Templates

  1. Navigate to the Document Templates: On the left-hand side menu, click on "Doc Templates".

Step 2: Add a New Document Type

  1. Click on "Add Document Type": Located at the bottom of the "Document Types" list, click on the "+ Add Document Type" button.

Step 3: Fill in the Document Type Details

A form will appear on the right side of the screen where you can start filling in the details for your new document type.

  1. Document Type Profile:
    • Document Type Name: Enter a name for your document type.
    • Integration Entity Action: Select the integration entity if applicable. This refers to seamless integration with the system of records.

Step 4: Define General Fields

General fields are the main data points outside any table structure within your document.

  1. Field Label: Enter the label for the field.
  2. Property Name: Enter the property name.
  3. Field Type: Select the type of field (e.g., Text, Number, Date, etc.).

Step 5: Define Table Columns

If your document type includes tables, you can define the columns here.

  1. Field Label: Enter the label for the column.
  2. Property Name: Enter the property name.
  3. Field Type: Select the type of field (e.g., Text, Number, Date, etc.).

Step 6: Set Field Properties

For each field, you can set additional properties such as:

  1. Required: Mark if the field is mandatory.
  2. Is ID: Mark if this field will serve as an identifier (e.g., invoice number).

Step 7: Save the Document Type

  1. Click on Save: After filling in all the necessary fields and properties, click the "Save" button at the bottom of the form.

Your next step is to create a Doc template, see this page: