Define common required document types to associate a new document checklist item with a
document type. You can also use document types for filtering in reporting.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial
Services Cloud, Health Cloud, Insurance, Manufacturing Cloud, Media Cloud, Net Zero Cloud,
Nonprofit Cloud, Public Sector Solutions, and Rebate Management |
Creating document types is optional.
-
From Setup, in the Quick Find box, enter Document Type, then select
Document Type.
-
Click New Document Type.
-
On the New Document Type screen, enter a label and an API name.
-
To add another document type, click Save & New or to finish,
click Save.
