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Create document types
Document types allow you to attribute structured, consistent metadata to your documents. For each document template, you can assign properties of the type:
- text
- numeric
- select
- multi-select
- date, date range, multi date, multi date range
- rich text
- geolocation
For example, you may want to create a document type called "NGO Reports" which will contain properties such as title, date published, NGO author, etc. You will create one document type for each kind of document that has a distinct set of properties.
Under Documents, you can view, edit, and delete existing document types.
- Click on the gear icon in the top right corner of the site.
- Go to Documents.
- Click on Add document under Documents.
- You will see two default properties: Title, and Date added.
- Apply properties by dragging them into the designated box.
- Click Save.
When adding a new property to a document or entity type, you can choose whether you want that property to: be required, show in the library cards, and/or be included in the list of filters for which your users have access.
Note: When you add a multi-select property to a type, you will see a field titled Thesauri in which you can select a Dictionary or an Entity type that you have already created. See the section on managing your dictionaries for more information on how to create these dictionaries.