Adding a New Document Type to NetDocuments

Document types (doc types) categorize the files in your NetDocuments cabinet — Correspondence, Pleadings, Agreements, and so on. Adding a new one is a quick administrative task, and a well-maintained doc type list keeps filing consistent and search reliable across your firm.

This guide walks NetDocuments administrators through adding a new document type, step by step.

Before you start — two things to know:

• You must be a repository administrator. Adding doc types through Profile Attributes requires admin rights. If you don’t have access, reach out to whoever manages NetDocuments at your firm.
• Doc types apply to the whole cabinet. Any type you add is available to everyone filing in that cabinet, so keep the list intentional. Add types your firm will actually use rather than one-offs that clutter the picklist and make filing harder.

Step 1: Hi First Name –> Admin

Step 2: Admin –> Profile Attributes

Step 3: Open up Doc Type, by clicking on Doc Type.

Step 4:  Click on Add Doc Type

Step 5: Enter the Doc Type

That’s the full process for adding a document type in NetDocuments. Because doc types shape how your whole firm files and finds documents, it’s worth planning the list before you start adding to it.

If your firm needs help designing a doc type structure, cleaning up an overgrown picklist, or planning a NetDocuments implementation, schedule a consultation or get in touch with our team.