All Document Types need to be given a set of properties before an actual Document (e.g. Request Form) can be added to the database.

1. Document Type Name - this is what the database stores the Document Type as (no spaces or hyphens)
2. Display Name - What the end-users see displayed on their screen
3. Sort Order - If you want the Document Type display screen to display in a specific order
4. Page Size Mode - Either Fit to Image or Fit to Page
5. Custom Fields - Each instance (actual Document) under this Document Type must have a specific list of Custom Fields associated with it.

   • NOTE: At least one of the Custom Fields MUST have a Default Display Field checked.
   • Change the Sort order of Custom Fields displayed.

6. Document-Related Custom Field Properties
7. Change the Order of the Custom Fields (this will change the order in Users' search results as well).
8. Group Permissions - Allow certain groups to have view, edit, and/or add capabilities.