Document Folder Types

  • Updated

This feature is available in the Partner Connect module.

Document types help users classify what type of folder they are creating and publishing. Document Admins have the capability to create, edit and delete document types for their organization.

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1. To access the document types module, start by clicking the > arrow next to Documents in the left toolbar. The Admin module will appear and head to the My Document Types screen from there.

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2. From here you can edit or delete existing document types and also add new ones. Click Add More to add a new document type.

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3. A new line item should be added to the bottom of the list. Click in the field area and enter in a document type name.

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4. Click the check mark when you are done to confirm.