---
title: "For HR Admins: Document Types"
slug: "erm-settings-document-types"
updated: 2026-08-18T00:17:25Z
published: 2026-08-18T00:17:25Z
canonical: "docs.visualvault.com/erm-settings-document-types"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.visualvault.com/llms.txt
> Use this file to discover all available pages before exploring further.

# For HR Admins: Document Types

The **Document Types** screen is where administrators create and manage the document types available throughout the ERM application.

---

![](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/2026-04-23 ERM_Settings_Document-types(1).png?sv=2026-02-06&spr=https&st=2026-10-13T12%3A41%3A03Z&se=2026-10-13T13%3A41%3A03Z&sr=c&sp=r&sig=nDGWPe2OuIY%2F7JElBu1175nkeSAsOAdAGTwnssCWlpk%3D)

## What are the default Document Types in the app?

| Document Type (default) | Description |
| --- | --- |
| Confidential | Confidential Document Type |
| General | Misc documents |
| Healthcare | Healthcare or medical related documents |
| I-9 | I-9 Tax Document |
| Resume | Resume or CV |
| Retirement | Retirement Document Type |
| Tax Forms | Tax Documentation |
| Training | Proof of training completion |
| W-4 | W-4 Tax Document |

## How do I create or modify the Document Types available throughout ERM?

1. Click **Settings** in the left navigation panel.
2. Click **Document Types.**

| Column | Description |
| --- | --- |
| **Name** | The name of the document type. Click a name to open and modify it. |
| **Description** | A brief description of the document type. |
| **Usage** | Indicates whether the document type is currently associated with at least one employee record (**In Use**) or has no associations (**Not Used**). |
| **Status** | Indicates whether the document type is **Enabled** (visible and available for upload) or disabled (hidden from users and unavailable for upload). |
| **Assigned Roles** | The roles that have access to this document type. |
  1. When you arrive, the **Document Types** screen displays a list of all existing document types with the following columns:
3. To create a new value, click **New Document Type.**
4. To modify an existing value, click on the name of the Document Type from the list table.
5. To delete an existing value, select the row and the click **Delete**.

> [!NOTE]
> **Note:** Document types configured here map to index fields in the VisualVault Document Library where employee records are stored. This mapping is automatic and requires no additional action from the administrator.

---

## Frequently Asked Questions

#### **When would I need to duplicate a Document Type?**

Each **Document Type** is configurable. Administrators can define the roles which may interact with that Document Type, as well as setting how long view events are kept in history for this document type. All other events are always retained indefinitely. Therefore, if a new Document Type will mirror the same settings as an existing one, then the Administrator may use the **Duplicate** button to expedite setup.

#### **What happens to employee records if I delete a document type that is currently in use?**

Deleting a document type that is **In Use** removes it from all associated employee records. This action cannot be undone. Confirm your intention before deleting any document type marked **In Use**.

#### **What is the difference between disabling a document type and deleting it?**

Disabling a document type hides it from users and makes it unavailable for upload, but preserves it and its associations with employee records. Deleting a document type permanently removes it and all of its associations. Disable a document type if you may need it again in the future; delete it only if it is no longer needed.

## What should I do if I have a problem with ERM?

If you are unable to log in to ERM or if you encounter a problem with one of the modules in ERM, please submit a ticket in our [Support Portal](https://visualvault.freshdesk.com/).