Document Type Manager
What is Document Type Manager?
Document Type Manager is a settings feature in Teleskope that lets you view, customize, and create the document types used to classify your data. Document types are the content-based labels Teleskope applies to your files — things like "Financial Forecast", "Health Insurance Information", "Contract", or "Employee Record" — that go beyond basic sensitivity levels to describe what a file actually contains.
These labels appear across the platform in the Data Catalog, Data Explorer, and Policy Maker, and can be used as filters when browsing your data or as triggers and conditions in policies. Document Type Manager is where you control what those labels are and how they work.
What Would You Use It For?
Out of the box, Teleskope ships with a set of built-in document types that cover common content categories. Document Type Manager lets you go further by tailoring document types to your organization's specific needs.
Common use cases include:
Adding custom document types — define categories that are specific to your business, such as "Retention Schedule", "Merger Agreement", or "Diabetic Information"
Editing existing document types — update the display name, description, or the underlying queries that determine what gets classified as that type
Reviewing what's been classified — see how many resources have been tagged with each document type and when tags were last applied
Generating new document types with AI — describe a document type in plain English and let Teleskope generate a full definition, including a description, summary, and detection queries, which you can review and adjust before committing
Previewing suggested document types — Teleskope can analyze a sample of your data and surface document types it hasn't seen you define yet, so you can quickly discover gaps in your classification coverage
Running a dry run — test a document type against your data before applying it broadly, to see how many resources it would match and whether the results look accurate
Deleting document types — remove document types that are no longer relevant or were created in error
Navigating to Document Type Manager
Document Type Manager lives in the Settings section of the platform.
Click Settings in the left-hand navigation
Select Document Type Manager
You'll land on the Overview tab, which shows a table of all document types currently configured in your environment
The Overview Tab
The Overview tab is the main table view of all document types. For each document type you can see:
Display name — the label shown across the platform
Description — a plain-language explanation of what this type covers
Tagged resources — the number of resources currently classified as this type
Last generated — the last time tags were applied for this document type
Clicking any row opens a side panel with more detail on that document type, including its underlying detection queries and options to edit or delete it.
Creating a New Document Type
You can create a new document type manually or use the AI generator to build one from a description.
Click Auto-generate a type and describe the document type you want in plain English — for example, "internal memos about company restructuring" or "documents related to employee compensation"
Teleskope will generate a proposed display name, description, and detection queries based on your input
Review and edit any field before confirming
Optionally, run a dry run to preview how many resources it would match before committing
Click Create to save and begin applying it to your data
You can also create a document type manually by entering a display name, description, and detection queries directly — but the AI generator is the recommended starting point for most cases.
Editing a Document Type
Click any document type row to open the side panel
Click Edit display name or Edit description to update those fields
To modify detection queries, use the query editor in the side panel — you can add, remove, or adjust queries
Changes are saved immediately
Suggested Document Types
Teleskope can analyze a sample of your scanned data and surface document types it thinks you may want to define. These suggestions appear in the Document Type Manager UI and are based on patterns in your actual content.
Clicking a suggestion pre-populates the AI generator with the proposed type, which you can then review, edit, and commit — or discard if it's not relevant.
Dry Run
Before committing a new or edited document type to production, you can run a dry run to preview which resources it would match. Dry run results are not written to the database — they're a safe, read-only preview.
To run a dry run:
Open the document type (or a proposed type you've just generated)
Click Dry run
Review the results — you'll see a count and sample of matching resources
If the results look right, proceed to commit; if not, adjust your queries and try again
Using Document Types Across the Platform
Once document types are configured, they appear throughout Teleskope:
Data Catalog & Data Explorer — filter and search by document type to find specific categories of content
AI Search — query for document types in natural language, e.g.,
show me all Contracts with PII in SharePointPolicy Maker — use document types as triggers or filter conditions in policies, e.g., trigger a policy when a file classified as "Financial Forecast" is shared externally
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