Document Types
Document Types
In the UKGDocument Manager solution, document types are organized in folders and create categories for your documents.
The creation and management of folders and document types creates a hierarchical structure for the organization of your content, called a Document Tree. Documents must be manually added to the platform.
- Destination or Parent folder
- Employee access
- Role access
- Retention policy
- Metadata
This tree consists of Parent Folders which contain Child Folders or Documents. Separate Document Trees exist for Employee Documents and Company Documents.
Folders and underlying document types may be restricted to HR users' role or roles.

Add a Document Type
In the UKGDocument Manager solution, adding a document type enables you to set specific standards about the document's visibility and user restrictions.
Update a Document Type
Updating a document enables you to change the document's location, name, options, permissions, metadata, and retention policies.
- Name
- Parent or destination folder
- Authorized file extensions
- Expiration date
- Upload message
- Linked templates
- Advanced options
- Role-based permissions
- Metadata
- From the document tree, select the appropriate document.
- Select Update.
- Modify the document parameters as needed.
- Select Update to save.
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