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Document Type Master

The Document Type Master defines the categories you use to classify uploaded documents — for example Sale Deed, Encumbrance Certificate, Patta / Chitta, Layout Approval, or ID Proof. When someone uploads a file anywhere in the system, they pick a document type so the document is filed and findable.

Where to find it: Masters → Document Type.

:::tip Configure before uploading documents A document cannot be uploaded without a type to classify it under. Set up the document types your organization works with before your team starts attaching files to stocks, projects, units, or parties. :::

What a document type holds​

FieldRequiredNotes
NameYesThe document type's name (for example Sale Deed). Unique within your organization, case-insensitive and trimmed — Sale Deed and sale deed are treated as the same.
ActiveYesWhether the type can be chosen for new uploads. Defaults to Active.
Custom FieldsNoPer-type attributes that documents of this type will capture (see below).

Per-type custom fields​

Document types support the Custom Fields system, letting each type capture metadata appropriate to it. For example:

  • A Sale Deed type might define Registration Date (DATE) and Document Number (TEXT).
  • An Insurance Policy type might define Expiry Date (DATE) and Renewable (BOOLEAN).
  • An Approval type might define Issuing Authority (DROPDOWN).

When a user uploads a document and selects its type, the form renders that type's custom fields and stores the entered values with the document (as the JSONB custom_field_values array described in the overview). The standard rules apply: field type is fixed once created, DROPDOWN fields need their options, and removed fields are inactivated rather than hard-deleted.

Managing document types (CRUD)​

  • Add. Enter a name, set Active, optionally configure custom fields, and Save. Required-field and duplicate-name validation runs on submit.
  • List. The list supports search by name and sorting by name or status.
  • Edit. Rename, toggle Active, and adjust custom fields.
  • Deactivate. An Inactive type is removed from the picker shown on new uploads, but documents already classified under it still resolve and display correctly — historical classification is preserved.
  • Delete. Deletion is guarded: a document type that is referenced by any uploaded document cannot be deleted (the reference is enforced at the database level with a restrict rule). Unreferenced types are soft-deleted.

:::note Inactive still resolves historically Deactivating a document type is the safe way to retire it. Existing documents keep their type and remain searchable; only new uploads stop offering it. This is preferable to deletion, which the system blocks anyway once the type is in use. :::

How document types are used​

Document types are referenced by the centralized Documents module and anywhere files are attached (stocks, projects, subprojects, units, parties). Choosing a consistent, well-named set of types up front pays off later when you filter and report on documents by type.