Document types

The basic unit of data in Mayan EDMS is the document type. A document type can be interpreted also as a document category, a document class, or a document template. Every other aspect of the system will rely or be tied to one or more document type. Create one document type for each type or class of document you intend to upload into Mayan EDMS.

Document types need to be created before documents can be uploaded. It is not possible to upload documents without assigning them a document type.

Document types usually mirror the type of physical, paper document they represent.

Example document types:

  • Letter
  • Invoice
  • Timesheet
  • Blueprint
blockdiag each document type many documents

Examples:

blockdiag Invoice invoice_001.pdf invoice_032.pdf
blockdiag Receipts groceries_18-01-11.pdf car_payment-17-01-02.png

Settings and attributes are applied to document types and documents will inherit those settings and attributes based on the document type they were assigned when uploaded into Mayan EDMS. A document can only be of one type at a given moment, but if needed, the type of a document can be changed. Upon changing its type, the document will lose its previous settings and attributes, and will inherit the settings and attributes of its new type.

Document types are create in the System ‣ Setup ‣ Document types menu.