document-types

Main Page / Operations / Document-Types

  • The Document Types screen is where you configure the categories of documents you can upload to customer




  • Click + Add to set up a new document type



  • In the Name field enter the display name of the type



  • Click Save to complete the set up of the document type


  • To make a change to the Name of the document type click Edit on the right of the row



  • Click Edit to open the edit screen and make the change to the Name and then click Save to complete the change



Main Page / Operations / Document-Types