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.
Update the required fields and select the green tick to save
To edit a document type descriptions
The client document description is a set document name that falls across multiple client profiles. This is created in a way to ensure consistency across your system for naming documents that Members can see.
For example, the below image highlights two types of documents that fall under the document type of Facility Orientation.
These are 'Policies and Procedures' and 'Parking and Map Instructions'
To add a new client document description
Select Masters > Client Masters > Client Documents
Select the arrow next to the document type you would like to expand
Select 'Add New Client Documents' under the document type
Define the new Document Description
Click on the green tick to save