> For the complete documentation index, see [llms.txt](https://docs.docbits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.docbits.com/chinese/guan-li-yu-she-zhi/setup/document-types.md).

# 文档类型

文档类型用于告知 DocBits 您的组织处理哪些类型的文档。管理员可以在设置菜单的**文档处理**部分中，通过**设置 → 文档类型**找到这些类型。

页面首先显示 DocBits 提供且无法删除的**默认文档类型**，随后显示为您的组织创建的**自定义文档类型**。每种类型都有自己的卡片。

<figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-3e9f5855f6411d7aea92c05eab7913fd89529fe8%2Fdocument-types-overview-en-20260928.png?alt=media" alt="文档类型页面，显示发票及其他默认文档类型卡片、激活和提取开关、设置齿轮以及配置链接"><figcaption><p>选择文档类型卡片以配置该类型。</p></figcaption></figure>

## 卡片上的可用操作

| 控件         | 作用                                                                                                            |
| ---------- | ------------------------------------------------------------------------------------------------------------- |
| **激活**     | 使此文档类型在您的组织中可用或不可用。蓝色开关表示开启；灰色开关表示关闭。                                                                         |
| **提取**     | 选择提取模式：开启时为 **Flex**，关闭时为 **Fix**。这并不是简单地开启或关闭提取。将鼠标悬停在开关上可查看当前模式。                                            |
| **设置**（齿轮） | 打开此类型的**更多设置**。展开其中的类别即可查看选项。类别取决于文档类型。                                                                       |
| **布局**     | 打开布局配置。请参阅[布局构建器](/chinese/guan-li-yu-she-zhi/setup/document-types/layout-builder.md)了解后续步骤。                  |
| **字段**     | 打开此类型的字段和识别设置。请参阅[字段](/chinese/guan-li-yu-she-zhi/settings/global-settings/document-types/fields.md)了解如何进行配置。 |
| **表格**     | 打开此类型的表格列配置。                                                                                                  |
| **脚本**     | 当此功能可用时，打开处理脚本。                                                                                               |
| **模型训练**   | 打开此类型的模型训练。                                                                                                   |
| **电子文档**   | 当此类型支持电子文档时，打开电子文档设置。                                                                                         |
| **文档子类型**  | 打开此文档类型的子类型。                                                                                                  |

根据您组织启用的功能，您可能会看到验证规则或转换规则等其他链接。选择目标类型卡片上的链接进行修改。

## 编辑字段和识别设置

点击卡片上的**字段**可查看其字段组。在该页面顶部，**OCR**和**匹配分数**用于设置识别阈值，**恢复默认值**用于重置这些阈值，**按名称搜索**用于查找字段。使用**创建新组**整理字段，并在某个组内使用**创建字段**添加字段。**主数据设置**可打开相关的主数据配置。

每个字段行都包含一些控件，例如**必填**、**只读**、**隐藏**、**强制验证**、**使用 AI**、OCR、匹配分数和公式。更改单个值前，请先查看[字段指南](/chinese/guan-li-yu-she-zhi/settings/global-settings/document-types/fields.md)。在字段页面点击**保存设置**以保留更改。

<figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-17891ff3051160ae164fdb82cdcdeee24836ab03%2Fdocument-types-invoice-fields-en-20260928.png?alt=media" alt="发票字段页面，显示识别设置、字段组、各字段控件和保存设置"><figcaption><p>字段页面有自己的“保存设置”按钮。</p></figcaption></figure>

## 创建自定义文档类型

滚动到**自定义文档类型**，然后点击\*\*+ 新建\*\*。按照[添加/编辑文档类型](/chinese/guan-li-yu-she-zhi/settings/global-settings/document-types/adding-editing-document-types.md)设置新类型。

<figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-b92b2de1e2e71cce7175e757f9b737af04d67153%2Fdocument-types-custom-new-en-20260928.png?alt=media" alt="文档类型页面底部，显示自定义文档类型部分和新建按钮"><figcaption><p>使用自定义文档类型下方的“新建”开始创建类型。</p></figcaption></figure>


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