Report types
Documentr ships a fixed catalog of report types. You pick the type when creating a report; it drives the form, the preferred PDF template, and how reports appear in lists. Organizations do not create their own types — unlike damage types and layers.
Why different types?
Condition checking is not a single activity. Collection monitoring, a loan eligibility check before shipping, and a restoration note after treatment need different forms, different PDF layouts, and a clear split in the overview.
Whether monitoring or a loan protocol: you map damage on the artwork views the same way. The type steers occasion, form, and PDF — not the mapping.
Catalog
| Type | Typical use |
|---|---|
| Monitoring | recurring condition checks |
| Loan eligibility check | before a loan: is the work fit to travel? |
| Loan protocol | protocol in the loan workflow |
| Incoming protocol (acquisition) | recording after acquisition |
| Condition protocol | general condition recording |
| Inventory | inventory recording |
| Restoration note | note on treatment / after conservation |
The catalog is the same system-wide. You can still change the type on a report before it is finalized.
What you set per type
Form. Exactly one form per type — for example Spectrum for monitoring, EN 16095 for the condition protocol, or a custom form. Both catalog standards therefore need two types or one combined form. See Standard forms.
PDF template. Under PDF settings, each type can get a preferred template (empty = organization-wide default). A lean monitoring PDF can look different from a full loan protocol. See Customize PDFs.
Lists. In the report overview you filter and recognize reports by type.
Mapping itself does not depend on the type: drawing and annotation belong to the views on the report. See Recording damage.