Add New Document Type

Add New Document Type

To add a new Document Type:
  1. Go to Menu > Settings > Global Setup > Global List Definitions > Document Types
  2. Select Add New
  3. Enter Code (abbreviation for the Document Type)
  4. Enter Document Type Name
  5. Enter Description, if necessary
  6. If the Document Type should only be visible or downloaded by a certain group, add a Filter
    1. Select the Magnifying Glass

    2. Click Add
    3. Select Company Groups (or other required filter)

    4. Look up and select the appropriate group/filter

    5. Click Select
  7. Click Save

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