Select Document Type

You can select the specific Document Types to which a Document Template or Workflow Definition applies from the master list.

To filter the master list, use the Search field or filter fields on the left panel. Then select the check box for a master list item to add it to the list of chosen items at the top of the screen.

To remove a selected item from the list of items chosen, select the X to the left of the item.

To apply your selections, select “Done.”