Add Document types
Add and turn on document types in Settings so they appear during upload and documents can be delivered without document type errors.
This article outlines how to resolve the following message:
Please select a document(s) type.Document Type(s)must be present before documents can be delivered.Document Type(s)can be added under theSettingsmenu if no selections are available.
Add Document types
- SelectSettings.
- SelectGeneral.
- Select theAddbutton underSignatureDocument Type.
- Enter the display name of the document type in theValuefield.
- Set the defaultFile Expirationtimeframe for that document type.
- Select theActivatedcheckbox to ensure the document type appears in the drop-down menu.
- SelectAdd.
You can now select the new
Document Type
during upload.
