Adding Document Types

Document types are used to categorise uploaded folders (e.g. a legal document would be assigned the type ‘Legal’). For support navigating to the Manage Documents page see Managing Documents. On Manage Documents ensure you are on the ‘Documents Types’ tab.

In the left sidebar click on the ‘Add’ button.

The document type editor will open, here you can create your document type.

In the editor, fill out the details about the document type. If you are assigned to more than one company you can choose which specific company your document type belongs to, or make it generally accessible.

Once all required(*) fields have been filled you can save the document type.

After saving, you will see the new document type listed in the left sidebar.

Troubleshooting

For any issues or errors that have not been solved please Contact Axscend Support.