---
schema_version: "1"
id: 5d1197aac92372101e2f3915c74026e51e14c5f1f8e9595bee693d86dd2e7bba
title: Set Up Document Types
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_define_doctypes.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_define_doctypes.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ef85101dc56334272407cc5cdadfcead33749d041785a392af4a9196e262fdc3
description: 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.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Set Up Document Types

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">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</td></tr></tbody></table>

Creating document types is optional.

1. From Setup, in the Quick Find box, enter Document Type, then select **Document Type**.
2. Click **New Document Type**.
3. On the New Document Type screen, enter a label and an API name.
4. To add another document type, click **Save & New** or to finish, click **Save**.