1. Access Dashboard
2. Click the menu button on the top left corner
3. Click the Document Types on the menu
4. Click Create Document Types
5. Add Document Type name (1) and then press the Add (2) button, then press the x (3) button to close the window
6. Toggle the document status (1) to make it active or inactive, press the Edit (2) button to modify the Custom document type
7. Choose from any data type on the right side of the screen (1), and then drop it on the left side of the screen (2)
8. Hover on the upper right corner of the selected data type to customize its name
9. Rename the label input field (1), then tick the required (2) (optional) checkbox as needed then click the edit button (3) again to close the editable label field
10. To delete a custom data type, click the Delete (1) icon. To duplicate the custom data type along with its content, required state, and label, click the Duplicate (2) label. To save the changes, click the Create (3) button. To close the Custom Form window, click the Exit (4) button.
11. A success modal will pop out to indicate that the custom form has been saved/ created
