Hello,

At this moment, there is no way to set the "Document Type". The document type dropdown which resides under "Activity Type" classification, is not available to be pulled into the document module.

Also, Document record type is missing under blueprint. This means that we cannot create a custom field for values and pull that in.

If we add it under Activity, it will be a read-only since it is showing under extended fields in form designer.

Adding the type to requirements will not work. Because there can be multiple documents attached to one requirement. Each document needs its own type while requirement will have the same across all linked documents.

I suggest that Documents be added to blueprint and/or the "Document Type" be available to be added to the module from form designer.

Thank you

Mehrnaz