Document types
The kinds of paper a store files: who they are for, whether they expire, how many days before expiry to remind, and how long to keep them. A store starts with the types of its country and business category (Iqama and CR in Saudi Arabia, Emirates ID and trade licence in the UAE, FSSAI for Indian food businesses...) and can add its own.
In the app, press F1 or ? on this screen to open this guide next to your work.
This guide belongs to the Document management module. Learn more
Related guides
More guides in Customers, vendors & HR
- Customers
- Vendors
- Vendor categories
- Employees
- Expiring board
- Government transactions
- Matters
- Conflict check
- Time & billing
- Hearings & deadlines
- Trust money
- Legal templates
- Patient records
- Prakriti assessment
- Therapy courses
- Retreat guests and Form C
- Dental chart
- Nursing charts
- Discharge & records
- Service board
- Service jobs
- Service catalogue
- Client portal
- Portal users
- Pipeline
- Leads
- Conversion report
- Accounts
- Quote follow-ups
- Lost demand
- WhatsApp inbox
- Canned replies
- Attendance today
- My check-in
- Monthly attendance sheet
- Shifts & roster
- Leave requests
- My leave
- Team calendar
- Leave balances
- Leave types & set-up
- Payroll runs
- Check, approve, post and pay
- My payslips
- Payroll set-up
- Joiner checklists
- Leaver checklists and settlement
- My HR tasks
- Checklist set-up
- Read a document with AI
- Salary payments
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