Creating a new Document Type

Modified on Tue, 26 Oct, 2021 at 4:26 PM

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!

NOTE:

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