Overview

Document types are a way to categorize files uploaded to the bequests and decedents. New document types will appear as options in all charities in your organization. 

In this article, we’ll go over how to create a new document type. 

Add a New Document Type

First, locate the document type settings for Super Admins.

On the Document Types page, click New Document Type in the top right. 

Enter a Name for your new document type and click Create Document Type. 

Your new document type will appear as an option for all charity users and on the Document Types page.