Document Types are created to specify the category of the document. It can be any type such as load documents, driver documents, and carrier documents etc. This article has all the information required to create a new document type but for more information regarding other modules visit our Help Center.

To create a document type, go to the Main Menu, select Setup and then Document Types. This is the main page where you can create new document types and view the existing ones.

In this module, we have one open search bar. There is a filter to search by the name of the document type and also a filter to search by the category of the document type.

To create a new document type, click on the “create new document type” button on the top right corner of the screen.

Here you can write the name and description of the document type that you are creating. You also have the option to select the category of the document type like driver or load. You can also choose if you want to turn the expiration for the document type and also select the expiration cycle. You can also choose to validate your expiring, expired, and missing documents of this document type if you’d like.

If you click on actions, you also have the option to edit, delete or view the history of any document type but you cannot delete the ones created by default.