Creating document types

A document type tells Sifterra what kind of business record a file should become.

In day-to-day setup, you usually do not create a brand-new system document type. Instead, you choose the right document type when you create a new analyzer. That choice controls:

• which Business Central record Sifterra creates
• which suggested fields and mappings make sense
• which extra setup options appear

In this section

• Choosing a document type explains when to create another analyzer and how to match the business outcome to the right document type.
• Creating an analyzer walks through the setup steps from New through activation and testing.
• Document type behavior shows what changes when you pick purchase, sales, expense, or custom flows.
• Examples and limits collects practical examples and the current limits around built-in support.

Start with the business result

The first question is always: “What record should this file create?”

If the answer is still the same record type, you usually keep the same document type and create another analyzer only when the layout or extraction needs differ.

Recommended order

1. Start with Choosing a document type.
2. Continue to Creating an analyzer.
3. Review Document type behavior if you need to understand what setup options change.
4. Use Examples and limits when you are deciding between edge cases or less-supported document types.

Before you use an analyzer in production

Confirm these points:

• the document type matches the record you want to create
• the analyzer description is easy for users to recognize
• the field mappings match the selected document type
• any expense or advanced custom-table settings are complete
• the analyzer has been tested before production use