If your organization needs to collect or store company documents that are not available in the default list, you can add custom company document types in Avallone.
Custom document types help you tailor the platform to your organization’s internal policies, requirements, or local compliance needs.
Who can add company document types?
To add, edit, or delete document types, your user role must include the relevant permissions for those document types.
If you do not see the option to add a document type, contact your administrator or Avallone Support to check your permissions.
Add a new company document type
- Go to Settings.
- Open Company documents.
- Click Add in the top-right.
- Enter the name of the new document type.
- Select the relevant document category.
- Click Add and save your changes.
The new document type will now be available when uploading, requesting, or configuring company documents.
Add a new document category
If the existing categories do not match your needs, you can also create a new document category:
- Go to Settings.
- Open Company documents.
- Click Add in the top-right.
- Click on Create a new one.
- Enter the category name.
- Add the document type under that category.
- Click Add and save your changes.