Task types and Document types
The lists your firm classifies its work and its paperwork with.
For firm administrators
Two classification lists.
Task types
What kinds of work your firm does. Reporting groups by these, so a list that is too long stops reporting being useful and a list that is too short stops it being informative.
Document types
What documents are filed under and who may see them. This is access control, not filing convenience: the full explanation is in Document types and confidentiality.
A type with nobody granted is administrator-only. New types start closed rather than open.
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