![Using Documents Configuration Page]({"bg": "//theme.zdassets.com/theme_assets/10171379/100a2781422a963922f37402a83b9d18e27d7733.png"})
![Using Documents Configuration Page]({"bg": "//theme.zdassets.com/theme_assets/10171379/d38d9cc5a4fcb160800cb7a8f0e0cb60aaa36d2e.jpg"})
Within the Settings (Sidebar), you will find the Documents Configuration page. This is where you can add a new document type, edit document types, delete document types, and see how many of each document type are already in the system.
This article contains the following:
Document Types
Document Types are used to organize documents that are uploaded. Default settings will already have Certificate of Insurance, Professional License, Driver's License, W-9, Generic Document, and Contract. If the document uploaded cannot be read as a Certificate of Insurance, it will be bucketed into the Generic Document category. It is up to the reviewer to categorize the documents appropriately during the review process.
Adding New Document Types
1 Click the blue + New Document Type button located at the right side of the screen.
2 In the pop up, enter the Name in the text box. The Plural Name text box will auto-populate based on the Name entered above.
Note: You can make adjustments to the Plural Name as needed.
3 Click the blue Create Document Type button to complete the process.
Adding New Document Types Demo
Editing a Document Type
1 Click the editing pencil to the right of the document type you need to edit.
2 In the new pop up, make the desired adjustments in the document Name. The Plural Name will auto populate based on what you have entered above.
Note: You can make adjustments to the Plural Name as needed.
3 Click the blue Save Changes button to complete this action.
Editing a Document Type Demo
Deleting a Document Type
1 Click the trash can icon to the right of the document type needing to be removed.
2 In the new pop up, click the red Delete Document Type button to confirm action.
Deleting a Document Type Demo
