Document types define the structure of documents in your system. Each document type includes five fields: Document Display Name, Document Description, Document Reference, Issue Date, and Expiry Date.

Go to Settings, select Document Types and click Add document type.

Enter a name for your document type (e.g. Workday Resolution). Click Save.

Your document type is now available for use in Role Tracking Templates and projects.

Add Document Type to Role Tracking Template

To link documents to personnel, you need to add your document type as a column in the Role Tracking Template (RTT).

Go to Settings and Role Tracking Template.

Open the RTT where you want to add the document type and select Click to Add Another Column.

Set up your column:

• Enter a column name
• Configure sub buckets 
• Select Document from the Value Type dropdown
• Select your document type from the Document Type dropdown

Once everything is set up correctly, click Done to save the RTT column. Then, save the changes to your overall RTT.

Updated 26 November 2025 04:08