- Go to the dashboard
- Click on the ‘‘Documents’ label on the left navigation bar
- On the left navigation bar, click on ‘Document Types’
- Add document type
- Write a name for the document type
- Leave the ‘Parent Category’ drop down with the default text of ‘None’.
- Click ‘Add New Document Type’
- This new document type will now be an option in the Parent Category drop down menu.
- If you want to add a subcategory
- Write a name for the document type
- Select the Parent Category by clicking on the ‘Parent Category’ drop down menu.
- Click ‘Add New Document Type’
- Subcategories are indented
- Click ‘Add New Document Type’
