Follow the steps below to add a sub file type under an existing major file type:

  1. Log in to the system
  2. From the main menu, click on the System Setup module, then click Company Details.
  3. Click on the File Types link to view the list of all major file types available in the system.
  4. Locate the file type under which you want to add a sub file type, then click the View button (displayed in blue). This will open a page showing the existing sub file types under the selected major file type.
  5. Click on the Add Sub File Type button located at the top of the page. A pop-up form will appear.
  6. Complete the form by entering the following information:
    • Sub File Type Name – Enter the full name of the sub file type.
    • Short Name – Enter an abbreviated name for the sub file type.

     7. Click the Save button to submit and create the new sub file type. This will create a subcategory under the selected major file type.


Note: Updating the File Types ensures that the changes are reflected throughout the system. When opening a file, you will be able to select from the updated list of file types and sub file types. This allows you to choose the most appropriate category based on the classifications you have configured, ensuring accurate file organization, easier retrieval and proper records