Manage dossier types

These steps show you how to manage dossier types: the categories you choose when uploading a document to the dossier, such as a certificate or a permit. For the Admin role.

Before you start

• The Admin role.

Steps

1. Choose Settings in the sidebar and open Dossier types.
2. Add a new type, or open an existing type to change it.
3. Set the name and properties of the type.
4. Save your change.

Result

The dossier type is selectable at Type in the Upload dossier item window.

Related articles

• Add a document to the dossier