Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2025-07-11
Configure Document Types

Configure Document Types

No security permissions are necessary.
Document types enable users to categorize the documents they upload to the tenant and send to vendors. VNDLY delivers default document types that you can edit, or you can create new ones.
  1. From the header, select
    More
    Company Settings
    .
  2. Under
    Foundational Data
     select
    Lists
    .
  3. Update these default documentation types as needed:
    • Business Policy
    • Contracts
    • Insurance
    • Invoices
    • Operational
    • SOW
    • Timesheets
    • Others
  4. Click
    +Add New Value
    .
  5. Enter the name of the new document type.
Users can select one of the configured document types to tag when uploading a document.
If the document type is in use and you:
  • Edit it, the document type name is updated across the tenant.
  • Delete it, the document type is deleted across the tenant.