# Set up document types and approvers

Create the types your documents are sorted by, decide for each whether it needs approval, and name the users who approve it, so every document reaches the right people.

A **Document Type** sorts the documents and carries the approval rule: whether documents of that type wait for approval, and who approves them. Eight types come with the app, one for each memorandum a court may ask for; the office adds its own for its work.

## Before you start {#before-you-start}

- You need the **Manager: All Documents** access right on **Work Documentation**: the **Configuration** menu is shown to managers only.

## Create a type {#create-a-type}

1. Open **Work Documentation/Configuration/Document Types** and click **New**.

![The document types of the office; New adds one.](https://jaah.app/web/image/9351-6a179913/work-documentation-types-types_list-en.png)

2. Type the **Name** of the type, for example "Weekly Status".
3. Tick **Need Approve** when documents of this type must be approved before they count. The **Approvers** field appears and is required: pick the users who approve them. Each of them receives a to-do when a document of the type is sent.

![A type that needs approval names its approvers.](https://jaah.app/web/image/9355-2aa77335/work-documentation-types-type_form-en.png)

4. Click **Save manually**.

## How the type is used {#how-the-type-is-used}

- A type **without** Need Approve approves its documents the moment they are sent: no to-do, no waiting.
- A type **with** Need Approve must name at least one approver: the form does not save without one.
- An approver sees the documents waiting for them, but only a user with **Manager: All Documents** can approve or reject. Give your approvers that access right.

## FAQ {#faq}

### Can I change the approvers of a type later? {#change-approvers}

Yes. The change applies to the documents sent after it; a document already waiting keeps the to-dos it created.

### Can I delete a type? {#delete-a-type}

Only while no document uses it. A type that documents refer to stays; rename it or stop using it.

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- Source: https://jaah.app/docs/work-documentation/set-up-document-types
- Updated: 2026-10-22
- Version: Work Documentation 19.0.1.0.7
- Verified: 2026-10-22