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            Set Up Document Types

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            3. Document Checklist Items

            Set Up Document Types

            Define common required document types to associate a new document checklist item with a document type. You can also use document types for filtering in reporting.

            Required Editions

            Available in: Lightning Experience
            Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Health Cloud, Insurance, Manufacturing Cloud, Media Cloud, Net Zero Cloud, Nonprofit Cloud, Public Sector Solutions, and Rebate Management

            Creating document types is optional.

            1. From Setup, in the Quick Find box, enter Document Type, then select Document Type.
            2. Click New Document Type.
            3. On the New Document Type screen, enter a label and an API name.
            4. To add another document type, click Save & New or to finish, click Save.
             
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            Salesforce Help | Article