NetDocuments Admin TipsNetDocuments Tips

Adding a New Doc Type to NetDocuments

By October 22, 2021June 5th, 2022No Comments

Step 1: In NetDocuments Admin go to Profile Attributes

Step 2: Click on Doc Type

Add a Doc Type

Step 3: Click Add Doc Type

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Step 4: Type in the Doc Type Key and Click Add

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Further Reading:

How to add a Client

How to add a Matter