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.The building blocks
| Concept | What it is |
|---|---|
| Document type | A classification for a kind of document — Invoice, Contract, ID card. It carries its own keywords, security, default storage, naming rule, and retention behaviour. |
| Document type group | A folder that organises related document types so they’re easier to find and secure together. |
| Keyword | A single piece of metadata on a document — Invoice number, Customer name, Date received. Keywords are how documents are indexed and retrieved. |
| Keyword type | The reusable definition of a keyword — its data type, length, validation, and any value list. You define a keyword type once and assign it to as many document types as you need. |
| Keyword type group | A reusable bundle of keyword types that belong together (for example, a full address). Assign the group to a document type to add all its keywords at once. |
| Autofill keyword set | A lookup table that fills related keywords automatically once a user enters a primary value — pick a Customer number and the Name and Address fill themselves in. |
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.
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.
Where to read next
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.