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How to add Document Type to Document Library documents

This article goes over how to enter the Document Type for Document Library and One Time Use documents.

1) Log in to ProSign

2) Open the ProSign menu and select Document Library

3) Click Add New Document

4) Upload the PDF document

 

5) Enter the Document Name, Description and select Transaction Type

6) Enter the Document Type in the Custom Field 1 field

7) Click Save