Rocket Matter Knowledge Base NetDocumentsHow to add or delete a DocType using the NetDocuments Integration.

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)'.

To exit NetDocuments Admin Console, in the top-right click the drop-down menu next to your name and select 'Home'.