Creating a new Document Type

Created by Simon Thomas, Modified on Tue, 26 Oct 2021 at 04:26 PM by Deleted Agent

Are you in need of a new Document Type? Great, you came to the right place. We've created a simple step by step guide below just for you. So, lets get started!


You will need to have administrative access in order to carry out these steps


STEP ONE: Navigate to the Admin Centre by clicking on Administration from the charm bar

Click on Administration from the charm bar

STEP TWO: Next, under Documents, select Document Types 

Select Document Types

STEP THREE: Click on the add icon and select Document Typefrom the dropdown

Click on Document Type

STEP FOUR: Fill in the details required and click ADD

Fill in the details and click ADD


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