Document types

Document types

When adding documents to clients or projects, you can keep them organised by assigning a document type.

Create as many as you need here. To create a new one, click on the plus button at the top right of the table.



Click on one to edit it, click on the red bin to delete it.
    • Related Articles

    • Project types

      When you are adding projects, you can assign them to a project type to make it easier to report on. Click on one to edit it, click on the red bin to delete it.
    • User notifications

      There are various notifications you can set so that you receive an email when certain things happen in PlanMan. To set your notifications, click on your name at the top left of any page, then click the user icon. Available Notifications You can set ...