Documents in GEMS can be given a Document Type value. A new Document Type value can be added by an Edit User through the Admin Hub.
In this scenario, Brimsdown Group wants to upload CSV Reports to the Document Hub, however, there is currently no Document Type with that value. The Brimsdown Group would like to start to classify these documents as CSV Report, but first we need to add a new Document Type to our database.
Click the Admin Hub and select Lookup Lists> Lookup Items.
A window containing all Lookup Lists opens. Locate and select Document Types within the left menu.
Click New Document Types.
Enter your desired document type in the Document Type field. In this scenario, we will enter CSV Report.
Click SAVE.
The pane will close, and the new information will be visible. In this scenario, we can see the updated Document Type panel.