Adding a File Type

1. Log in to the system 
2. From the main dashboard, go to the System Setup module.
3. Under the Company's Details section, click on File Types. This will display all the file types currently captured in the system.
4. To add a new file type, click on the Add New File Type button located at the top-left corner of the page.
5. A form will pop up. Enter all the required details, including:
   • File Type Name
   • Short Name
   • Retainer Period
   • Approver
6. Once you have entered all the required information, click Save to submit the details.

The file type will then be saved as a category.

Adding a Sub-File Type

1. On the same File Types page, locate the file type category you wish to add a sub-file type to.
2. Click on the View link displayed in blue. This will take you to a page displaying the list of sub-file types under that category.
3. To add a new sub-file type, click on Add Sub File Type.
4. A form will pop up. Enter the Sub-File Name and Short Name.
5. Click Save to add the sub-file type to the selected category.

The sub-file type will then be displayed under the relevant file type category and will be available for selection when opening a new file.