Change and Retry Document Type

In Docsumo, users have the flexibility to delete document types when they are no longer needed. However, if you wish to preserve the data associated with a particular document type instead of deleting it, you can change the document type. This process ensures that the documents uploaded to the original document type remain intact and accessible.

Why Change Document Type?

When a document type is no longer required, deleting it might seem like a straightforward option. However, deleting a document type will also remove all the associated documents. To avoid data loss, you can change the document type for those documents. This way, the documents are preserved and can be organized under a different, more relevant document type.

Change Document Type in Docsumo:

Step 1. Access the Document Type Page:

Log in to your Docsumo account using your credentials.
On the left-side navigation bar, click on the Document Types option to view all the document types you have created.

Step 2: Select the Document Type You Wish to Change:

In the Document Types page, locate the document type you want to modify.
Click on the document type to open its environment view. Here, you will see all the documents associated with this document type.

Step 3: Initiate the Document Type Change:

In the document type's environment, bulk select the documents you wish associate to a different document type. Click on the Change Document Type option to begin the process.

Step 4: Choose a New Document Type:

A popup window or dialog box will appear, prompting you to select a new document type for the documents you want to preserve.
From the list of available document types, select the one that best fits the nature of the documents. If needed, you can also create a new document type for better organization.

Step 5: Confirm the Change:

Once you have selected the new document type, click on the Confirm or Save button to apply the changes.
The documents will now be reassigned to the new document type, preserving all the data and annotations.

Step 6: Verify the Changes:

After the change is applied, go to the newly assigned document type to ensure that all documents have been successfully transferred.
You can review the documents to confirm that their data and annotations are intact and correctly organized under the new document type.

Important Considerations:

Backup Your Data: Before changing a document type, it's always a good idea to backup your data or export the documents, especially if they contain critical information.
Document Types Settings: Ensure that the new document type you select is configured correctly for the kind of data extraction or processing you need. Adjust the settings if necessary.
Permissions: Verify that you have the necessary permissions to change document types, as this action may be restricted based on user roles within your organization.

By following the step-by-step instructions outlined in this support document, you can optimise your document processing accuracy. Should you have any questions or encounter any issues during the process, feel free reach out to us at [email protected], and we'll be more than happy to help you.