Document Type (Node Type)

This article is about the current version of Grooper. Note that some content may still need to be updated.

2025

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About

description Document Type nodes represent a distinct type of document, such as an invoice or a contract. Document Types are created as child nodes of a stacks Content Model or a collections_bookmark Content Category. They serve three primary purposes:

1. They are used to classify documents. Documents are considered "classified" when the folder Batch Folder is assigned a Content Type (most typically, a Document Type).
2. The Document Type's data_table Data Model defines the Data Elements extracted by the Extract activity (including any Data Elements inherited from parent Content Types).
3. The Document Type defines all "Behaviors" that apply (whether from the Document Type's Behavior settings or those inherited from a parent Content Type).

If a set contains Invoices, Checks, Receipts and Purchase Orders, there might be four Document Types, one for each kind of document. Classification, in Grooper, is the process of assigning Document Types to Batch Folders in a Batch.