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
1. Select Masters > Client Masters > Client Documents
2. Select 'Add New Client Documents'
3. Define the new Document Type (think of it as a category to group similar documents)
4. Click on the green tick to save
To edit a document type
1. Select Masters > Client Masters > Client Documents
2. Select the Pencil against the document type you wish to edit.
3. Update the require fields and select the green tick to save
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