How do I add / edit document types?

OpenProcess now has the ability to categorise documents uploaded to processes. This has been added to enabled a full EDMS replacement.

This setting controls a list of document types that can be associated with a service area and so it is best to create your Document Types before creating Service Areas. That way when you create a service area, you can instantly select which Document Types to be associated with it. I.e. you can ensure that certain document types are not available in all service areas.

To add new Document Types, you simply need to go to Setup and then click on the option for it:

Document types can be whatever you want and be generic like 'Letter', but also specific like 'Proof of Severe Mental Impairment'. This list is the list of all Document Types spanning all Service Areas: 

Generic options like letter could therefore be linked to multiple service areas whereas the latter would be linked to Council Tax for example. Now, when adding a document you will be able to categorise by a Document Type.