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How to create a new document type | Allotrac Help Center

How to create a new document type

 

1. Navigate to https://app.allotrac.io/ and log in to your Allotrac.io site

2. Click the "Configure" tab from the side menu

3. Click the "Document types" button from the drop down

4. Click the "ADD DOCUMENT TYPE" button

5. Type in the "Name" for the document type

6. Type in the "Description" for the document type

7. Click the "SAVE" button to create this document type

You have now created this document type within your Allotrac.io site. This document type will now be available to assign to your user and vehicle documents