How to Create a Document Type

Article author
Armon Lotfi
  • Updated

What is the purpose of the article?

This article outlines the steps needed to create a new document type.


Steps to create a new document type

Sub-folders are called Document Types. You can create as many of them as you need. To do this:

        1. From the start page, click on the 'Templates' tile

 2. Simply click on New > Document Type


3. In the New Document type dialogue that appears

3.1 Add a Name

3.2 Select the Policy

3.3 Select the Account Type (e.g. All Account typesPatient, Company, Medical Person)

3.4 Select the Sorting order rule

3.5 Select Clinical tag value if required

3.6 Select Save when complete


From now this new Document Type will be visible in one of these folders whenever you create new Text, Word, Image documents, or structured templates.


Review date

This article was last updated on 26 July 2021 in the context of Meddbase version