Kindly follow the below steps:

The File Types section allows users to create and manage categories of files within the system. Each file type defines how files are classified. 

Follow the steps below to add a new file type:

  1. Log in to the System
  2. From the main menu, click on the System Setup module, then select Company Details.
  3. Click on the File Types link to view the list of all file types currently configured in the system.
  4. Click on the Add New File Type button located at the top left of the screen. A pop-up form will appear.
  5. Fill in the required details in the pop-up form, including:
    • File Type Name – Enter the full name of the file type.
    • Short Name – Enter an abbreviated name for the file type.
    • Retainer Period – Specify the duration for which files under this category will be retained.
    • Approver – Select the designated approver responsible for this file type.
  1. After entering all the required details, click the Save button to submit and create the new file type. This information defines the category