How to set up a new Document Type?

Step 1: Go to Settings and then click on Document Types on the Car and Van Management Software.

select-settings-document-types-coastr

Step 2: Click on Create.

click-create-to-create-new

Step 3: Add a document type name and description.

select-name-for-document-type-coastr

Step 4: Select whether this document type has an expiry date or not.

select-expiry-date-reminder

Step 5: Select 'Applicable for Individual Customers' to display this document type for customers who are booking from website(applicable for those using customer portals).

select-applicable-for-individual-customers-for-website

Step 6: Click on CREATE.

click-create-to-add-coastr

You have now set up a new Document Type which will be available in Fleet Inventory and Customers.

If you've any questions or issues, please email support@coastr.com. We're happy to help!

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