Within the Settings (Sidebar), you will find the Documents Configuration page. This is where you can add a new document type, edit document types, delete document types, and see how many of each document type are already in the system.

Document Types are used to organize documents that are uploaded. Default settings will already have Certificate of Insurance, Professional License, Driver's License, W-9, Generic Document, and Contract. 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.

1 Click the blue + New Document Type button located at the right side of the screen.

2 In the pop-up, enter the Name in the text box. The Plural Name text box will auto-populate based on the Name entered above.

Note: You can make adjustments to the Plural Name as needed.

3 Click the blue Create Document Type button to complete the process.

Demo:

1 Click the editing pencil to the right of the document type you need to edit.

2 In the new pop-up, make the desired adjustments in the document Name. The Plural Name will auto-populate based on what you have entered above.

Note: You can make adjustments to the Plural Name as needed.

3 Click the blue Save Changes button to complete this action.

1 Click the trash can icon to the right of the document type needing to be removed.

2 In the new pop-up, click the red Delete Document Type button to confirm action.