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What this section covers

Document types and keywords are the backbone of how Nobly Insight classifies and describes everything you store. Before a document can be uploaded, found, secured, or retained, it needs a document type and a set of keywords. This section explains the building blocks, how they relate, and how to manage each one. You configure all of it in the Admin settings area. To open it, click your profile at the bottom-left of the sidebar and choose Admin settings; the configuration screens live under the Documents, Keywords, and Access groups. These screens are for administrators — changing them affects how every user uploads, indexes, and searches documents.

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The building blocks

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How it fits together

A document type is the thing users pick when they upload. Each document type has an ordered list of keyword assignments — which keywords appear on it and how they behave. A keyword reaches a document type in one of two ways:
  • Standalone — a single keyword type assigned directly.
  • Through a keyword type group — the whole bundle is assigned at once, as either a single set of values or a repeating set.
Autofill keyword sets and cascading datasets sit on top of this: autofill sets speed up indexing by filling several keywords from one lookup value, and cascading datasets narrow the values offered for chained keywords on the document types they’re assigned to. Neither changes which keywords a document type has. Finally, document access rights decide what each user group can do with documents of a given type — view, create, modify, delete, and so on. They live in this section because they’re configured per document type, but they’re part of the wider access model described in Permissions & access.
A useful way to think about it: keyword types are the vocabulary, document types are the templates that use that vocabulary, keyword assignments decide how each word behaves on a template, and access rights decide who may use it.

Document types

Create and manage document types and groups, default storage, auto-naming, revisions, and activation.

Keyword types

Define the metadata fields: data types, length, masks, and value lists.

Keyword assignment models

Standalone keywords, single-instance groups, and multi-instance groups — and how each attaches to a document type.