Document types are created to maintain a proper document standard across the platform for your organization.
Steps:
- On the main page, click
to access Settings. - Go to Documents.
- Click
to add a new Document Type or 
to edit an existing one. - In the pop-up window, add the new Document Type‘s Name and Description.
- Optional: You can create a template of a Document by using the fonts and styles above or by turning on the Developer Mode to create a HTML template.
- Optional: Click Preview to view the template.
- Click Save.