# Document Types

{% embed url="<https://youtu.be/pFz_6tvNlU4>" %}
DocBits Document Types Explained: Create, Configure & Assign Processing Settings
{% endembed %}

<figure><img src="/files/Z6XXcNUFYg6HofXCPBEm" alt="Document Types"><figcaption><p>Document Types Page</p></figcaption></figure>

## Overview

The Document Types page lists all document types recognized and processed by DocBits. It is divided into two sections:

* **Default Document Types**: Pre-configured types provided by DocBits (Invoice, Credit Note, Delivery Note, Order Confirmation, Contract, ZUGFeRD, etc.). These cannot be deleted.
* **Custom Document Types**: Types you create for your specific business needs. These can be edited and deleted.

## Controls per Document Type

Each document type card shows:

| Control                  | Description                                                         |
| ------------------------ | ------------------------------------------------------------------- |
| **Activate**             | Toggle to enable or disable this document type for processing.      |
| **Extraction**           | Toggle to enable or disable AI-based data extraction for this type. |
| **Settings** (gear icon) | Open additional configuration options for the document type.        |

## Configuration Tabs

Below each document type, you can access the following configuration tabs:

| Tab                    | Description                                                                        |
| ---------------------- | ---------------------------------------------------------------------------------- |
| **Labels**             | Manage display labels and translations for the document type.                      |
| **Edit layout**        | Modify how the document appears in the validation view, including field positions. |
| **Document Sub Types** | Configure subcategories for this document type (e.g., different invoice formats).  |
| **Table columns**      | Customize which data columns appear in the line items table.                       |
| **Fields**             | Manage the data fields extracted from the document (add, edit, or remove fields).  |
| **Model Training**     | Configure and train the AI model used for recognizing and extracting data.         |
| **Regex**              | Set up regular expressions for pattern-based data extraction.                      |
| **Scripts**            | Write custom processing scripts that run during document processing.               |
| **E-Doc**              | Configure electronic document standards (XRechnung, ZUGFeRD, EDI, FatturaPA).      |

## Creating a Custom Document Type

1. Scroll down to the **Custom Document Types** section.
2. Click **+ New**.
3. Enter a name for the new document type.
4. Configure the fields, layout, and extraction settings as needed.

{% hint style="info" %}
See [Setup Document Type](/administration-and-setup/setup/document-types.md) for detailed setup instructions.
{% endhint %}


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.docbits.com/administration-and-setup/settings/global-settings/document-types.md?ask=<question>
```

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The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
