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Document Types

Document types categorize company, employee, and applicant documents in the Avanti Self-Service Portal and Desktop. Document types can filter the documents displayed on the screen and in reports. Additionally, document types will:

  • Restrict user access to specified documents

  • Determine which employee documents will be available for employees to review

If you want to restrict access to an existing document type, skip to the How to Restrict Access to Documents section below.

How to Create a New Document Type

Step 1: Open Document Types in the Avanti Desktop Application.
By default, this can be found in System Administration >> System Access Controls.

Step 2: Select Insert to add a new Document Type. 

Step 3: Enter a Type Id, a Description, and a Description French. The Type ID must be numeric and greater than 99.

Step 4: Determine whether users should have full access to view, insert, modify, and delete this type of document.

Step 5: Select * from the Available column in User Group Access, then select the arrow to move the * to the Selected column.

Step 6: Select OK to save your changes.

Congratulations! You’ve created a new document type that all Avanti Users can view, insert, modify, and delete.  

How to Restrict Access to Documents

There are two ways to restrict which users can view the document: user groups and responsibility levels.

Additional Information
Users prohibited from viewing the document cannot insert, modify, or delete it.

You can prevent users from inserting, modifying, and deleting documents with this type based on the Responsibility Level.

Step 1: Open Document Types in the Avanti Desktop Application if it’s not already open.
By default, this can be found in System Administration >> System Access Controls.

Step 2: To restrict access, replace the * with the minimum access level for the responsibility.

  • If all users should have access based on the Responsibility Level, skip to Step 3 to restrict the ability to view the document by user groups.

Additional Information
The responsibility levels range from A to Z, with A being the most restrictive. For example, if the Modify Responsibility is B, the user must have A or B access to modify the document. 

The user’s responsibility level is based on their assigned user groups. Go to Responsibilities for more information.

Step 3: Choose a User Group with employees who should access the documents, then select the arrow.

Additional Information
If all users should have access based on User Groups, select * then select the arrow. Users without User Group Access cannot view, insert, modify, or delete the document.

Step 4: Repeat Step 3 for each User Group that should have access.

Important Information
If you’re restricting access by user groups, ensure the * is not
 in the Selected column of User Group Access. If it is in the Selected column, all users can access documents with this type based on User Group Access.

Step 5: Save and close the Document Type settings by selecting OK.

Congratulations! You’ve successfully adjusted access to a Document Type.

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