Document Category and Type

Document Category and Type


When adding a new document, you'll select both a document type and a document category.
  1. Document Categories can be customized by Administrators to suit specific needs.
  2. Document Types are predefined and integral to the platform, providing a standardized set of options.
These settings play a crucial role in maintaining consistency across projects. They influence the organization of documents in the exported zip folder and set standards for templates associated with a solicitation type.

You can view and manage these settings on the lists of documents and on each document's settings page. This ensures uniformity and clarity in your projects.


Document Categories

Document categories can be custom configured by Administrators using the following settings:

  1. Name
  2. Alphanumbric Index
  3. Primary Document
  4. Solicitation Part
  5. Create Subfolder
  6. Prefix Document Titles
  7. Merge/Don't Merge documents together

Once Categories are configured, they can be applied to documents.



Document Types

There are two document types: 1) SB Template and 2) Uploaded File.




Select SB Template when you want to write, edit, format, and collaborate in your file on the platform.
Select Uploaded file when you want to include a file in your project that is a file type other than a document, such as an Excel File, PDF file, or an Image file
  1. Uploaded Files will retain their file type when exported.
  2. Uploaded Files are not inserted in the master PDF when exported. Instead, a 1-page placeholder page with and instructions about where to find the uploaded file will be inserted in your master PDF.
  3. ​If you typically distribute the master combined PDF file and are now including an uploaded file in your solicitation, you will need to download the master file and the uploaded file from your Export page. 


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