The client document type is similar to a document folder and is used to categorise your client documents for easy organisation.
To add a new client document type
Select Masters > Client Masters > Client Documents
Select 'Add New Client Documents'
Define the new Document Type (think of it as a category to group similar documents)
Click on the green tick to save
To edit a document type
Select Masters > Client Masters > Client Documents
Select the Pencil against the document type you wish to edit.
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Update the required fields and select the green tick to save
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If you wish to add/edit a document description within a document type please click here: How to add/edit a Client Document Description in masters