To enable your users to categorize the documents when uploading an additional document, you can enter different labels for a company under Settings > Capture form > Document types. Assigning additional documents helps to keep track of different information. Additional documents can be, for example, a packing slip for an invoice or e-mails that have been exchanged with a vendor or customer.
Clarify in advance with the parties involved which labels are required for additional documents.
Example: Correspondence .
You add a text by clicking in an empty row in the Types section in the Text column.
Save your changes by clicking on Save in the ribbon.