- Using the left-hand navigation panel, click ‘Configuration’.
- Then click ‘Company Types’.
- This will take you to a list of all your current company types. To create a new company type, click the plus symbol in the top right corner.
- Here, you can start creating your company type. Begin by giving it a name using the ‘Name’ field.
- You can add a description of the company type, this is optional.
- In the centre, there is a box labelled ‘Templates’. This is where you can add company documents to the company type, defining which documents are required for companies assigned to that type. If you're unsure how to create a company document, refer to this guide.
- When you're done, click the green Save button in the top right corner.
