How to Create Document Type

Time: 30 seconds Result: New document category created

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Steps

Step 1: Navigate to Types

1. In the sidebar, click Documents
2. Select Types

Step 2: Click Create

1. Click the + Create button
2. The type form opens

Step 3: Enter Type Name

Field	Description	Required
Name	Type name (e.g., "Contract", "Report")	✅

Step 4: Save

1. Click Save
2. Type is now available when creating documents

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Result

✅ Document type created and available in document creation form.

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Example Types

Type	Use For
Contract	Legal agreements
Report	Business reports
Policy	Company policies
Proposal	Client proposals
Minutes	Meeting notes