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Configuring Document Type Settings

Document Types (also known as Forms) control the fields, layout, and basic behaviour for different kinds of records in Zudello. This guide explains how to configure key settings like the Submit button and default statuses.

Best practices​

  • Use clear, descriptive names for your Document Types.
  • Configure default statuses that align with your team's standard workflows.
  • Only enable the Submit button for Document Types that require an approval or processing workflow initiated by users (e.g., Invoices, Requisitions, Claims, potentially Suppliers or Items if they need approval).
  • Disable the Submit button for Document Types primarily managed via ERP sync or system processes (e.g., standard Dimensions like Accounts, Tax Rates).

Accessing Document Type Settings​

  1. Navigate to Settings via the company menu.
  2. Click Document Types in the left sidebar.
  3. Find the Document Type you want to configure in the list.
  4. Click the Edit icon (pencil) at the end of the row.
  5. Navigate to the Settings tab within the Document Type configuration modal.

Configuring Settings​

Within the Settings tab, you can adjust the following:

1. Submit Button​

This controls the visibility and label of the main submission button (usually "Save and submit") within the document viewer for this Document Type. Submitting typically triggers automation workflows like approvals.

  • Visible: Turn this toggle ON to display the Submit button. Turn it OFF to hide it (users will only see "Save" or "Update").
  • Label: Customize the text displayed on the button (e.g., "Submit for Approval", "Send Claim").

2. Default Statuses​

These settings determine the initial status assigned to records of this Document Type under specific circumstances.

  • Default status for create: Select the status a record should be assigned when it's first created manually via the UI (e.g., clicking "New Invoice" > "Create"). Common choices are DRAFT or REVIEW.
  • Default status for revert: Select the status a record should return to when a user performs the "Revert" action (moving it from a non-editable status like APPROVAL or COMPLETE back to an editable one). The most common choice is READY.

Note: Documents uploaded via email or extracted by the pipeline typically have their initial status (SCANNING, REVIEW, READY) determined by the Enrichment process, not the "Default status for create" setting.

3. Auto Numbering​

Configure automatic document numbering sequences. See Configuring Auto-Numbering Sequences for details.

Saving Changes​

After configuring the settings, click Update at the bottom of the modal to save your changes for the Document Type.

Need help?​

Contact your organisation administrator or Zudello support for assistance with configuring Document Type settings and workflows.