Skip to main content

Adding Custom Document Slots

How to add new Document Slots to your preset Products

Updated over 2 months ago

1. Click your Logo/Name in the top-left and select Products:

2. Click the "..." and select Edit:

3. Click Save in the bottom-right corner to move to the Product Configuration menu, and then select the Documents tab:

4. Scroll down to the section to which you would like to add a custom document slot and then click +Add Document. Click +Create a new field, input the relevant details, and then click Save in the bottom-right of the pop-up:

5. To easily add your new document slot to other products, simply click +Add Document, and select it from the drop-down list:

⚠️ Once completed, please be sure to click Save & Exit in the top-right corner. Otherwise, your progress will NOT be saved. ⚠️

Did this answer your question?