Document types

Goal

Configure tenant-defined document statuses, transitions, and numbering for extensibility document keys (custom document workflows).

Who it is for

extensibility.view / extensibility.manage. Module extensibility.

Preconditions

• Extensibility module on.
• Know the document key you will reference from custom entities / automation.

Steps

1. Open Administration → Extensibility → Document types.
2. New document type: Key, Name (translatable), Domain, Statuses, Initial status, Transitions (from → to), Prefix, Padding, Active.
3. Save. Edit later as needed — there is no delete; deactivate instead.
4. Numbering can be advanced via API POST …/number when integrations allocate numbers.

Result

Runtime transitions must follow the configured graph. Invalid status moves are rejected.

Hard stops

Symptom	Cause	What to do
Unknown status	Status not in type's list	Add status or fix payload
Transition not allowed	Missing edge from→to	Add transition or change target
Unknown custom entity	Resolve against missing key	Create/fix document type key

Related

• Approval policies
• Automation