Businesses have different types of documents which is why the Document types feature in Cabinet can help companies to organise their documents better. In fact, once the Document types are set, users will get better results when searching for a particular document.
Document types are used to categorise the documents in the system which can be done at folder level. This ensures that all documents in that respective folder have the same Document type. If one of the documents has a different Document type (or else the user forgot to set the meta data), Cabinet will notify you through an email.
Document types in Cabinet can be created by anyone who has the right to do so. When creating a Document type, the user will choose what fields to add and can set a particular type to a field. Field can be text, number, date or look up. One can also specify if the field is mandatory or not. Once a Document type is created, users can edit it at any time, if they are given the right to do so. They can add or delete fields, change the name of the fields and move fields up or down the list to set the order in which they appear.
Once a Document type is set to documents, users will be able to use the advanced search to get better and instant results. It's because they can search documents by their document type and its fields. This feature has helped all our clients in different sectors to organise their document management system better.
One case in point is recruitment agencies.
Amongst the various other document types, recruitment agencies have created a document type called CV and included all fields which one can use to find a CV. As soon as they receive a CV its placed in Cabinet (either by drag and drop if the CV is in a soft file format or else by scanning it in), they set its Document type to CV and fill in all the fields. When a client requests CVs for a particular job, the recruitment agency can find all the CVs that match the request in a matter of seconds. Sending them to the client via Cabinet is also a matter of seconds as the user can select all the search results and click on SEND to send them to their client via email in the form of secure links.
For example, let's say that a client requested CVs for persons who have a tertiary level of education with 3 years experience. Through this method, the recruitment agencies are able to use the advanced search and search for document type CV with tertiary level of education and 3 years experience. Cabinet loads all the results and all they do is select all and send them to their client.