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Creating/Adding Custom Document Types

Document Manager

A
Written by Amanda Arena
Updated over a week ago
  1. From the home screen, select the menu then click on 'Settings'

2. Expand 'Types Managers' then "documents' and select 'List'

3. Select "+"

4. Name the document, add a short name (4-6 capital letters). Under Document Field layout, add any relevant fields to buld out the document.

Note: These fields are fillable when the document type is selected in document manager. At least one field type is required in order to create the document

5. Select 'Create' when done

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