Document Types
Dictate how you want different types of documents to behave.
On this page:
Document Types
Make sending documents easier. Make different documents behave in different ways.
New Document Type
Create a new document type.
Document Types
1. Name
Document name.
Description - Document description. Note that this will appear in an email templates subject line with the variable [%doc_description%].
Security Level - Security applied to the document.
Available Online - Yes=document available online. No=document not available online.
2. Actions
Edit document definition, payment settings, document details and delivery options.
Delete - Remove user from company.
3. New Document Type
Create a new document.
New Document Type
Document Type Definition
Document name
Document Description - Note that this will appear in an email templates subject line with the variable [%doc_description%].
Email Template - Choose the email template associated with this document for email customers.
Payment Settings
Payment Account - Email support to learn about setting up a payment account.
Recurring Payment Template - Choose the email template associated with recurring payments.
Payment Confirmation Template - Choose the email template associated with payments confirmations.
Document Details
Requires a Document - Yes=Document is required. No=Document is not required.
Document is Available Online - Yes=document available online. No=document not available online.
Authentication Required to View Document - Yes=Choose the type of authentication required. No=Authentication not required.
Attach PDF to Email - Yes=This document will always be an attached to email (size limit=512KB). No=This document will be downloaded via link in email body.
Attach PDF Security - When Attach PDF is enabled use security before access to the document is granted.
Note that this option may cause your emails to be blocked by firewalls or anti-virus scanners.
Delivery Options
Allow Customers to Select All Available Delivery Methods - Yes=Customer can choose both print and email, print only or email only. No=Customer can choose print only or email only (they cannot choose both print and email).
Select Delivery Preference Methods Available to Customers - Choose the available delivery preference options customers can choose from. Note that this setting overrides "Allowing Customers to Select All Available Delivery Methods" setting.