Client Document Types are created in the Configuration Reference Libraries:
To get them to display in the Client Documents Type or Category List, a few things must happen:
1.) Users must be granted access to the Client Document Type Categories. This is done in the individual's Account Role.
Open the Account Role and click on Edit in the Client Documents panel:
Select the Client Document Type Categories they need access to and click Save:
2.) Because the Client Document Type Categories are only shown once they have documents created, add a document with a Type Category that you have been granted access for, and the Type Category will show on the Client Document page.
