Document types are now created in the Document Type Directory within Settings.
To add a new Document Type:
Click the Settings icon from the left navigation pane.
Select the Document Types button from the Directory editors group.
Click the + Add button above the Document Type grid to display an Add Document Type tab in Neos.
Enter the following details on the General tab of the new Document Type:
Name – Enter a unique name for the Document Type. This is a required field.
Description – Enter the description of the Document Type.
Active – Click the check box to mark the item as active. Only active document types will be available in dropdown fields.
Label Color – Click the square to display the color picker window. Select the desired color and click OK. The label color will display on the Documents Tab of a Case or Provider and Browse Documents.
Refer to Document Type Standard Fields for information on adding standard fields for one of the seven Document Type categories.
5. Click the Save button to save the new Document Type.