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How to add and edit your document kind?
How to add and edit your document kind?
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Written by Hrishika
Updated over a week ago

Add and edit your documents type

Shipthis provides a set of default types of documents used while shipping. And if you wish to add new ones, you can do so using this section.

To add a new type of document:

  1. In the main menu, click on Setup.

  2. Hover over Categories and click on Document Kind.

  3. On the top right corner of the page, click on the Add New button.

  4. Enter the below details specific to the new shipping package type:

Name - The specific name of your document kind.

Code - A unique code to identify your document with.

  1. Finally, click on Add and Stay to stay on the same page or Add to save and return to the main screen.

To edit an existing document kind:

  1. Follow Steps 1 & 2 as mentioned above.

  2. On the Document Type page, you see a set of default ones. Now, click on the Edit pencil icon next to the desired type.

  3. Post changes, click on the Save button on the bottom right of your page.

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