Configuring document types

Document types define the required pieces and the data the AI must extract from them.

A document type describes one piece of the CEE dossier: quote, invoice, sworn statement, energy audit, installation photo… For each, iverif knows which data the AI must read (the “fields”): date, amount, area, product reference, mandatory mentions.

The page lists types by category — commercial, legal, administrative, technical, photos — each with its extracted-field count. “System” types are provided by iverif and aligned with official fiches; you can create custom types for pieces specific to your organisation.

A document type used by a process cannot be deleted: the application blocks deletion to protect the consistency of fiches referencing it.

Screenshots

Steps

1. Open Configuration → Document typesThe full list, grouped by category, appears.
2. Examine a typeOpen it to see the fields the AI extracts: this is where analysis depth is tuned.
3. Create a custom typeFor a piece specific to your organisation, define its name, category and fields to extract.
4. Respect dependenciesIf deletion is refused, processes are using that type: edit the affected processes first.

See also