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- On user’s menu panel, go to System Manager folder then click Document Management
- Open Document Type
- Click the New action button to open a new record.
- Enter a Name for the Document Type
- Enter a Field Name on the grid
- Select a Field Type, field types can be any of the following:
- Text Box
- Text Area
- Drop Down
- If a field is a Drop down
- Integer
- Decimal
- Date
- Check Box
- If a field/s should be required, check the Required column in the same row of the field
- Click Save when done
- Click the Commit button so that the Document Type can be selected in the Document Source
- If the Document Type was not committed, it will not show up in the selection on Document Source
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