Configure a document type

All of the documents that are processed in Metamaze need to be assigned a document type.

When adding a document type to your project, you have 2 options: re-using an existing document type or creating a new document type. The former can only be done in the project settings (Document types), the latter is also possible via the overview page.

NEW DOCUMENT TYPE

Navigate to the overview page by clicking the Metamaze icon in the top left corner, then click on Document Types in the top right corner. At the top of the list of document types you can create a new document type using the button 'create document type'.

In the pop-up window you can enter the name of the new document type and select the organisation it should be linked to (the organisation will be the owner of the document model and only they can change document type settings). If you click 'save' this will redirect you to the document type settings where you can add the entities you need.

EXISTING DOCUMENT TYPE

If you would like to add an existing document type to a project, you can do so by going to the project settings (see Document types)