> For the complete documentation index, see [llms.txt](https://docs.dailybiz.com/index/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.dailybiz.com/index/crm-crm/fichiers/types-dossiers/creer-un-type-de-dossier.md).

# Créer un type de dossier

1. Cliquez sur ![](/files/vFjO4PVuGhAaPIyteBpZ) ou **\<INSER>** et renseignez le code et libellé de votre type de dossier.
2. Indiquez si le type de dossier sera affecté à des dossiers d'opportunité ou pas.

Le bouton est par défaut sur "Oui" et vous devez le modifier dans le cas contraire.

{% hint style="info" %}
Exemple :

En associant un type de dossier aux opportunités, vous pouvez, indiquer que le type de dossier ITECH - Intervention technique, devait avoir un suivi commercial pour la présentation d'un devis pour l'intervention demandée.
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.dailybiz.com/index/crm-crm/fichiers/types-dossiers/creer-un-type-de-dossier.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.