Document types

Hivebase can help you organize all kinds of different types of documents. You can set up templates and custom fields for each document type. Let's see how it works.

Manage document types and templates

Head to your account or workspace settings, and click on the Document Templates tab. Here you will see any existing document types defined, along with custom fields.

You can create as many different document types as you need.

Add a new field

Each document type can have as many custom fields as you'd like. For new fields, you'll need to specify a name, type, and a few additional options.

Field types

For each field, you need to select the data type. There are five options:

1) Text

A text field type is your most flexible. It will support any piece of text you may wish to track.

2) Integer

Integer fields are for whole numbers only. This could be useful for a revision number.

3) Decimal

This field type is for numeric values that have a decimal part.

4) Date

Date fields are for storing full dates: year, month, and day.

5) List

These are for pre-defined lists. This type is commonly used to define a list of disciplines, buildings, or work types.

Field options

There are three field options you need to consider.

1) Required

Enable this if you want to require a value for every project created in your account.

2) Allow multiple selections

This option appears if you choose the list data type for your field. When defining the possible values for your list, this option controls whether the field will be a drop-down supporting just one selection, or a list of checkboxes supporting multiple selections.