Skip to main content

Create and manage document types

Use document types to organize files and quickly find the right templates.


Create a new document type

  1. Go to Team View, then Documents.

  2. Select the three-dot menu (•••) in the upper-right corner, then Create new document type.
    ​

    1 - Document type.png

  3. Give this document type a name, then Create.


Rename or delete document types

  1. Go to Team View, then Documents.

  2. Select the three-dot menu (•••) in the upper-right corner, then Manage document types.
    ​

    Manage document types.png

  3. Select the three-dot menu (•••) next to the document type you want to Rename or Delete.
    ​

    Manage document types list.png


Change document type

  1. Go to Team View, then Documents.

  2. Select the three-dot menu (•••) next to the document you want to move.

  3. Select Move to type, then choose a new document type.
    ​

    Update a document's type.png

Did this answer your question?