Document Folder Types

Document Admins can configure Document types to help users classify folders while creating and publishing documents. Users can use the document types feature available in the Partner Connect module.

Please Note: The ability to create, edit, and delete document types is only available for Document Admins. For more information on advanced capabilities, please see our full article here.

Adding Document Types

1. To add a new document type, navigate to the Document Admin Module, select My Documents Types Screen, and click on the Add More button, as shown below. 

2. A new line item will be added to the list. Click on the field area and enter a name for the document type. Click the Checkmark icon to confirm the action.