Lets create a Document Type named Proposals with the following fields…


    1. Proposal ID - Document Number (default field)
    2. Proposal Name - Document Name (default field)
    3. Client Name - Alphanumeric
    4. Proposal Date - Date
    5. Objective - Alphanumeric
    6. Budget  - Number
    7. Status - PickList (New/Open/Pending/Approved/Rejected)
    8. Deadline - Date
    9. Approved - Yes/No
    10. Approver - Alphanumeric


To create a new Document Type…


    1. Login to your FileEazy Account
    2. Click the ‘Add Document Type’ button on the Ribbon bar (top panel).
    3. Click on the ‘Add New’ button. 
    4. Enter the Document Type Name as ‘Proposals’ in the Document Type textbox.
    5. Enter a short ‘Description’ in the Description text box.
    6. Rename the default Document Number and Document Name Field to Proposal ID and Proposal Name. 

    7. Click on Add New Index Field button.
    8. Enter the Field Name as Client Name, select the Field Type as Alphanumeric. Check the Mandatory checkbox.
    9. Click on Add New Index Field button.
    10. Enter the Field Name as Proposal Date, select the Field Type as Date.
    11. Click on Add New Index Field button.
    12. Enter the Field Name as Objective, select the Field Type as Alphanumeric.
    13. Click on Add New Index Field button.
    14. Enter the Field Name as Budget, select the Field Type as Number. Check the Mandatory checkbox.
    15. Click on Add New Index Field button.
    16. Enter the Field Name as Status, select the Field Type as Pick List.
    17. In the ‘Insert option’ textbox, enter New and click on the Insert Options button.
    18. Similarly add the values Open, Pending, Approved and Rejected.
    19. Click on Add New Index Field button.
    20. Enter the Field Name as Deadline, select the Field Type as Date.
    21. Click on Add New Index Field button.
    22. Enter the Field Name as Approved, select the Field Type as Yes/No.
    23. Click on Add New Index Field button.
    24. Enter the Field Name as Approver, select the Field Type as Alphanumeric.

    1. Click on Save. 
    2. You will receive a confirmation message ‘Document Type Proposals saved successfully'.