Add document type filter

You can add document type filters to specific user roles.

  1. In the Document Management component, go to Control Center.
  2. From the Configuration tab, click Document Type Filter.
  3. Click + New Filter.
  4. In the New Filter window, select a user role to add filter on. Click OK.
  5. Click Enable Filter.
  6. From the Available Document Types, select the document types to associate on the specified role.
  7. Refresh the page to reflect changes.