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Create and manage document types

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

Updated over a month ago

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

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