How can we help? 👋

Advanced Settings for Document Type

Learn how to properly setup your document type

Optimize your document management with our advanced settings, designed to meet your specific needs:

1. Filename Prefix: Customize document names dynamically using contact details or custom fields. Regular expressions are supported for replacements.

2. Review Image: Utilize our built-in image editor to review, crop, and rotate images before submission, ensuring accuracy and quality.

3. Unique: Ensure only one instance of a document type, such as a passport, is collected by checking this option.

4. Exclude from Backup: Safeguard sensitive information, like criminal records, by excluding it from our backups. Permanently delete these documents when removed.

Notion image

5. Expiration: Automatically set a validation period for stored files (e.g., 1 month or 1 year). After this period, the file expires, and a new one is requested.

Notion image

These settings help tailor our tool to your unique requirements, enhancing your document management process.

Did this answer your question?
😞
😐
🤩