Document Type and Document Fields can be added and customized by account Administrators to better meet individual business needs or terminology used in your organization.

Customize a Document Type: Preset Document Types can be easily updated.  Select the pencil icon to the right of the Document Type to Update the name or add or delete preferred Document Fields. 

Update Existing Document Types for ease of use
Update Existing Document Types for ease of use

Create a New Document Type: Create a new Document Type to be available for all account users.

Create New Document Types
Create New Document Types

For Document Type Fields, create additional meta data fields to add to Document Types allowing for enhanced for flexible search terms to be used [equal to, greater than, etc.]. 

Create New Document Type Field to add to Document Types
Create New Document Type Field to add to Document Types

 

Learn more on this topic by watching this short How To Video.