30 October 2024

Documents reference data

The reference data for documents defines the document categories and types, such as Passport and Transcript. Document types have file types, such as PDF and JPG, that define the file types that can be uploaded for the document type.

Referenced data for Documents consists of the following:

  • Reference name such as File type.
  • If the values for the entity or field are Editable.

To view the values for the reference data, select Manage reference data.

The table Reference data attributes details the reference data for documents.

Reference data attributes
Reference name Description Editable Feature Where used in Reference data? Related attributes

Document category

Defines the category of documents, such as the category Sensitive for documents with sensitive data.

Yes

Applications

Document type

Not applicable

Document type

Defines the document types, such as Passport and Transcript, the file types of documents, and the maximum file size.

The document type GeneralOfferEvidence defines the document placeholder for general offer evidence.

The maximum file size has a range from 1 MB to 15 MB. Document types that accept video or audio files require a larger maximum file size than those that accept only text documents and low-quality images. For example, a document type for passports accepts PDF or JPG files up to 5 MB. Restricting the maximum file size for documents assists in the efficient management of the following:

  • Database space and costs.

  • Upload and download speeds in times of high usage.

Yes

Applications

Clearance check type

File Type

File type

Defines the file types that are accepted for upload, such as PDF and JPG.

Yes

Applications

Document type

Not applicable