Are the document type values in the dropdown when uploading a template static or configurable?

Question:
Are the document type values in the dropdown when uploading a template static or configurable?

Answer:
Some document types in Fluid are fixed because they are required by core components, while others are fully configurable by administrators.

When uploading templates (Admin Console > Reporting Templates), the Document Type dropdown helps Fluid determine where the uploaded file is used and how it will surface throughout the system.

Fluid includes a number of system defined document types. Examples include:

• Meetings → controls how uploaded minutes templates appear when generating Meeting Minutes

• Dashboards → determines which templates are available in Dashboard or Reporting modules

These types are not editable or removable.

These types ensure consistent behaviour and correct template availability across the application.

Administrators can create additional document types through:

Administration Console → Metadata Management → Document Types

From here, admins can:

• Add new document type values

• Update the naming of existing configurable types

• Manage visibility ('Active' flag)

This enables teams to tailor Fluid's document labels to their align with their internal processes, naming conventions, or reporting standards.

• Reporting Templates

• Metadata Management