Customize Your Library with Document Types
Document types help you stay organized by classifying your content based on purpose or format. Whether you're uploading how-to guides, reports, templates, or internal docs, you decide what types work best for your needs.
This feature gives you full control over how your library is structured. You create the types, you define the rules.
What Are Document Types?
Think of them as custom labels you assign to documents. You might create types like:
How-To Guide
Checklist
Internal Resource
Partner Material
Marketing Asset
You’re not limited to a predefined list—you can create whatever types make sense for your platform and community.
How to Create and Manage Document Types
1. Open the Documents module
2. Go to Settings and expand to the Document Types section
3. Click Add Type
4. Name your new document type and save it
Once created, you can assign this type to any document when uploading or editing it.
Why Use Document Types?
Make your document library more searchable
Help members quickly identify the kind of content they’re viewing
Improve organization alongside categories, tags, and filters
Use types to group documents in a more functional, flexible way
Use document types your way. Keep things structured, simple, and scalable as your content grows.