The client document type is similar to a document folder and is used to categorise your client documents for easy organisation.
To add a new client document type
1. Select Masters > Client Masters > Client Documents
![Image Placeholder](/desk/file/15748123/image.png)
2. Select 'Add New Client Documents'
![Image Placeholder](/desk/file/15748127/image.png)
3. Define the new Document Type (think of it as a category to group similar documents)
![Image Placeholder](/desk/file/15748133/image.png)
4. Click on the green tick to save
![Image Placeholder](/desk/file/15748135/image.png)
To edit a document type
1. Select Masters > Client Masters > Client Documents
![](/desk/file/15748123/image.png)
2. Select the Pencil against the document type you wish to edit.
![Image Placeholder](/desk/file/15748138/image.png)
3. Update the require fields and select the green tick to save
![Image Placeholder](/desk/file/15748152/image.png)
If you wish to add/edit a document description within a document type please click here: How to add/edit a Client Document Description in masters