Documents have a Document Type, this can be used for reporting & batch printing by filtering the applicable Document Type (Eg BEO, proposal).
Viewing a Document Type
Document Template
The Document type is listed from the Document Template Page:
Document
The Document type shown on the Document page or Document sub-tab in the Booking Summary
Update a Document Type
Edit the relevant Document Template or Document
Click on the current Document Type
Select the new Document Type name from the dropdown
Additional Information
Document Types are managed by Admin Users. If there are additional ones required, or others not needed within your Organization, please reach out to your admin to have them updated.