Document Types

Document management in Flowi Agentic is not just about throwing files into a cloud bucket. Each attachment uploaded to an Instance or Task can be categorized using Document Types.

Benefits of Classification

• Checklist Validation: You can prevent an "Employee Onboarding" process from moving to the next step while the "ID Card" document type is not attached.
• Conditional Routing: A process can follow different paths depending on whether the attached file is an "Invoice" or a "Simple Receipt".
• Artificial Intelligence: AI can be directed to analyze only documents classified as "Contracts".

Global vs Tenant-Scoped

• Global Types: Created by the platform's Super Administrator (e.g., "ID Card", "Driver's License"). Visible to all clients (Tenants).
• Local Types (Tenant-Scoped): Created by the Tenant Administrator (e.g., "Internal Closing Spreadsheet"). Visible only to your company.