Document Types
Document Types allow you to configure the categories and tags used to classify documents across JobNext. Each document in the system has a type tag that identifies what kind of document it is, making it easier to search, filter, and organize files.
Overview
When a document is uploaded to JobNext — whether through a vendor bill, site expense, task, or any other module — it is automatically or manually assigned a document type tag. These tags appear as labels in the Documents list and can be used to filter the document grid.
Default Document Types
JobNext includes the following built-in document type tags:
| Type Tag | Description |
|---|---|
| VENDORBILL | Documents attached to vendor bills and invoices. These are typically scanned copies of original invoices received from vendors. |
| SITEEXPENSE | Receipts and supporting documents for site expenses, such as petty cash vouchers and local purchases. |
| TASK | Documents related to project tasks, including progress photos, inspection reports, and method statements. |
| VOUCHER | Financial voucher documents used for payment processing and accounting records. |
| TENDER DOCUMENT | Tender submission documents including technical proposals, commercial bids, and supporting qualification papers. |
| CAPITALPOOFFER | Capital purchase order offer documents related to equipment procurement. |
How Document Types Are Assigned
Document types are assigned in one of two ways:
- Automatic assignment — When a document is uploaded from within a specific module (e.g., uploading an attachment on a Vendor Bill record), the system automatically assigns the corresponding type tag (e.g., VENDORBILL).
- Manual assignment — When uploading documents directly through the Documents module, you can select the appropriate type tag from the available options.
Using Document Types for Filtering
In the main Documents list, you can filter by document type to quickly find specific categories of files. This is especially useful when you need to locate all vendor bills for an audit, or gather all tender documents for a specific prospect.