Document types are used to organize documents that are uploaded into the TrustLayer platform. Default settings will already be configured to include a Certificate of Insurance, Professional License, Driver's License, W-9, Generic Document, and Contract. However, these types are completely customizable. If the document uploaded cannot be read as a Certificate of Insurance, it will be bucketed into the Generic Document category. It is up to the reviewer to categorize the documents appropriately during the review process.
How to Create a New Document Type
1 Using the left navigation bar, click on Workspace Settings.
2 Click on Documents Configuration.
3 Click the blue + New Document Type button located on the right side of the screen.
4 The New Document Type window will open. Enter a Name in the text box. The Plural Name text box will auto-populate based on what you have entered above.
5 Click the blue Create Document Type button at the bottom right of the window to complete this process.
