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