To create a document type, perform the following:

 

1.On the application home page, in the left pane, click Master  Document Type. The Document Type workbench appears on the right pane like the one shown below:

 

 

2.In the right pane, click Add () icon in the menu bar.

3.Enter Code and Description.

4.Choose Module in which the document type should be displayed from the drop-down menu.

5.Choose Method from the drop-down menu.

6.Choose Program from the drop-down menu.
Note: Program varies based on the chosen module and method. By default, Status will be ACTIVE.

 

 

7.Click Save () icon to temporarily save the document type.

8.In the menu bar, click Save () icon to save the document type. A pop-up window appears.

 

 

9.Click OK.