How to Create a Document Batch Type

Before uploading CSV files to link documents to sales orders, you must set up a document batch type. This guide explains how to create and configure a new document type in the system, including batch naming rules and auto-linking settings. 
Make sure you have set up the document importer before proceeding Bulk Import Documents and CSV Linking Configuration 

To create the CSV upload for the file to sales order link, create and define a new document type for the importer.
Make sure you are logged in as a user with a Prime role or above, and navigate to Settings → Document Import Settings → Document Types
Just like the last step, we can edit or delete existing configurations, but click to the New button to create a Document type.

There are three tabs we need to fill in

The General tab:-
Abbreviation - a short code for the document type, which can be used to form the name of the batch. (max 5 characters) 
Name - a user-friendly name for the document type (maximum 30 characters) 
Entity type - the type of entity that documents of this document type would be associated with. The options are customer, mill order, product, purchase invoice, purchase order, sales order and supplier
Description - the full description for the document type

In this example, we will add SODoc as the abbreviation, Sales Order Documents as the Name, an Entity type of Sales Order and a description of signed delivery tickets.

Batch References tab:-
Batch reference format - used to create a name for the batch automatically, can include literal characters and/or one or more of the following tokens:- 
Abbreviation - the abbreviation used for the document type 
Day - Day number of the month 
Week - Week number of the year 
Month - Month abbreviation 
Year - Calendar year in the form ccyy (2025)

If we add a Reference like this [Abbrev]-[Year]-[Month]-[Day], we would automatically get a name generated for a batch like SODoc-2025-02-14

Autolinking tab:-
Index file configuration - Specifies the configuration of the index file (CSV) used in the auto-linking of documents
From here, we will select the configuration we created in the previous step, SON_file_Import, and click save to commit the changes.

You should now be ready to learn How to Upload a Batch of Files and Link to System Records with a CSV . Take a look at our comprehensive how-to guide and start uploading your documents.

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