Select every document type your business handles regularly. Use the category headings to jog your memory. Add your own using the custom field. When you are done, click Build my inventory.
Sunshine AI · sunshineai.ca ·
Your selected document types appear below, grouped by category. In the Name column, add the actual name your business uses for each document. Use the Notes column for anything useful — who owns it, where it is stored, how often it is used. Add blank rows for any documents you missed.