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Document types

A document type decides what an export template produces and how it's delivered. Every export template points at one. Think of it as the output setting: a PDF, a Word file, an email, or a hand-off to another system.

What a document type holds​

  • Name (required) — what the type is called (it's what you pick in the template's Document type field).
  • System code (required) — the short internal code.
  • Default extension (required) — the file extension for the output, e.g. pdf, docx, or xlsx.
  • Processor code (required) — which built-in processor turns the data into the output. This is a technical value tied to how SHIPM8 generates that format.
  • Distribution service (optional) — how the result is delivered. Leaving it empty produces a file to download or attach; choosing a service (for example an email notification, or a bookkeeping connection such as Exact Online or SnelStart) sends the result on automatically.
  • Is public — whether the type is shared more widely.

How it relates to the template​

When you create an export template you choose a document type, and that choice changes what the template does — for instance, picking an email type makes the body an email (with a rich editor) and unlocks sender settings in the template configuration.

note

Document types — especially the processor code and distribution service — are technical and usually set up once by an administrator. Most of the time you'll simply choose an existing document type when building a template, rather than create a new one. If you need a new output format or delivery method, check with your administrator.