How to add or delete a DocType using the NetDocuments Integration.
'Doc Type' is required for the NetDocument - Rocket Matter integration. NetDocuments administrators can customize the different Doc Types within your NetDocuments account.
In the top right click the drop-down menu next to your name and select 'Admin'.
Now, within the Admin Console, click on menu on the top-left.
Select 'Profile Attributes'.
Hover your cursor over Doc Type, and click to select.
View Doc Types:
*How to add a Doc Type - Click 'Add a Doc Type'
Enter the 'Doc Type Key' - This is the description that will display in both NetDocuments and Rocket Matter.
Enter a description, if applicable.
Click 'Add'.
View your Doc Types.
*How to delete a Doc Type.
Click the Doc Type from the table to select the doc type you'd like to delete; It will highlight in gray.
Then click 'Delete selected Doc Type(s)'.
If you'd like to delete more than one at a time, hold the shift key on your keyboard and click to select all applicable. All doc types selected will be highlighted in gray.
Then click 'Delete selected Doc Type(s)'.
