Firm360 includes a set of global default Document Types. However, if you don’t see the document type you need, you can easily add a custom one through the Customizations tab.
Steps to Add a Custom Document Type:
1. Navigate to Customizations:
- In the Admin section, click on Customizations in the black ribbon on the left.
2. Find Document Types:
- Select Document Types to open the settings window.
3. Add a New Document Type:
- In the Document Types window, click Add Document Type in the bottom-right corner.
4. Enter Your Custom Document Type:
- A pop-up window will appear. Enter the name of the new document type you’d like to add.
5. Set Client Portal Visibility (Optional):
- If you want this document type to be automatically available on the Client Portal upon upload, check the Default Client Visible option.
6. Save Your Changes:
- Click Save, and your new document type will be added to Firm360.
Now, your custom document type is ready to use!