(NOTE: Document Types are used to organize documents that are uploaded. It is up to the reviewer to categorize the documents appropriately during the review process.)
Go to the my dropdown menu in the top left of the page, then click Workspace Settings
Click the Documents Configuration tab on the left sidebar. Here you will ensure the correct customization of the types of documents you intend to collect from your third parties.
You will see default Document Types appear. You can either edit, delete, or add new from here:
To Edit/Delete: Click the the three dots to the right of the Document Type Name
To Add New: ****Click the blue + New Document Type button located towards the top right of the page
Name (Required) – Type the name of the document type you are creating.
Example: "Invoice" or "Contract"
Description (Optional, but recommended) – Type a short description of what this document type is used for.
Example: "Invoices are used to bill clients for services provided."
Requirement Groups - If a document will be associated with a particular Module or Requirement Group from your Compliance Profiles you can select that here. (Ex: IRS Forms (Module) & W-9 (Requirement Group)
Final Step – Click the "Create document type" button to save it.
If you made a mistake, click "Cancel" instead.