Setting document types

In wflow it is possible to work with the following document types, on the basis of which you can set an unlimited number of individual document types.

Document types are the "subfolders" of a document type that are displayed in the Documents overview and according to which you can divide the documents that are processed and access to them.

Document kinds that can be extracted using Rossum are: Incoming Invoices, Outgoing Invoices and Receipts.

Orders can be checked in the To review section, but they are only reviewed at the wflow level.

TIP: Each newly created wflow organization contains predefined document types that are automatically set up when it is created. If you do not work with these kinds and types, remove them.

To edit individual document types, go to Settings -> Document Types.

You can then Add (1), Remove/Duplicate (2) document types.

After clicking on the document type, you will see a window in which you can define its details - Change name, Type, Set default document series, Activate time stamps for these documents and define whether these documents should be sent to ERP.

If you wish to restrict access to certain document type, select the Users or Teams that will have access to that document type. You can further define for these users whether they can access only their uploaded documents or documents they approve, or all documents in that section.

For each document type, it is possible to set accounting fields that will be automatically filled in when a document is uploaded to that document type.