Document types are community-configurable tags that let you categorize each file uploaded in Personal Documents (for example: Pay Stubs, Bonuses, Contracts). You can create them, assign them when sending documents, edit them in bulk, and filter by them to quickly find files.

• Go to the Admin Panel → Apps → Documents → Settings → Document Type section.

  From there you can:

  • Create new types with any name you want (e.g., "First Half", "Bonus", "Contracts").
  • Edit the name of an existing type.
  • Delete a type. Documents that had this type assigned will become unclassified, but they won't be deleted and collaborators won't be affected.

  Types are set per community — each community manages its own types independently. When this feature is enabled, all communities automatically get a set of default types (pay stubs, contracts, forms, etc.) that you can edit or delete.

  

• The Document Type field (optional) is available in all three sending flows:

  Flow	Where it appears
  Bulk Send	Step 2 "Define document," before the Prefix field.
  Individual Send	Optional field in the send form.
  Upload one-to-many users	Optional field in that segmentation flow.

  If you don't select a type, the document will be sent without a classification. This field is not required.

• In the All Files table, there's a new Document Type column between "Sent by" and "Status".
  • Individual editing: from the 3-dot menu on each document, you can assign or change the type at any time.
  • Bulk assignment: select multiple documents and assign a type to all of them at once.

• In the filter panel of All Files, there's a Document Type section with a single-option selector. When you apply the filter, the table will only show files of the selected type.