Name

The name of the document type.

Description

A brief description of the document type.  

Default Description

Automatically assigned to the document when indexing and storing a document in Sage Intacct Paperless.

This ensures that all documents stored in Sage Intacct Paperless are consistently named.

The description can be built using static text, as well as values stored in index fields.

In the Default Description text box, type @ with your cursor in the text box to display default description suggestions.
 
For the AP Invoice example, these are the choices that display:

Snapshot

Select how to handle document snapshots, or revisions of this document type.

•Manual - select this option (default) to require the user to manually take a snapshot.

•Automatic - select this option to automatically take a snapshot of the document before any changes are saved.

•Prompt - select this option to have the system prompt the user asking them if they want to take a snapshot before saving any changes to the document.

Warn if Required Index Types are Duplicated when Indexing

To prevent duplicate documents being indexed, click the Warn if Required Index Types are Duplicated when Indexing check box.
If this is selected, the system checks to see if there is a document already indexed in the system with the same required field values when any new document is indexed. If one is identified, a warning message will generate and you will be presented with options. Click here for details.

Active

Document Types cannot be deleted in Sage Intacct Paperless but can be made inactive by deselecting this check box.

This hides the inactive document type from any non-System Administrative users so they cannot inadvertently index new documents with this document type. You can continue to search and display inactive document types.