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Adding a document type

Note

This option pertains to the Hyperproof TPRM product line.

  1. From the menu, select Settings.

  2. Select Contracts & Documents.

  3. From the left menu, select Document types.

    A list of document types displays.

  4. Click + Add New.

    The Add Document Type window displays.

  5. Enter a name in the Document type field.

  6. Enter a description. The Description field is optional.

  7. Click Create.

    The new document type is added to the list.

See Configuring a document type.