Creating a Document Type - Creating a Document Type - A document type is required to design a credential template. - Content Innovation Cloud - Hyland Credentials - Current/Hyland-Credentials/upy1712147616780 - Current - Current

Hyland Credentials
Platform
Content Innovation Cloud
Product
Hyland Credentials
Release
Current
License
ft:lastPublication
2026-10-05T22:08:38.280649
ft:locale
en-US

A document type is required to design a credential template.

Document types help you to organize the templates. For example, you can categorize document types as transcripts, licenses, diplomas, and so on.

To create a document type:

  1. Log in to the User Portal and select the Credentials tile.
    The Document Types page is displayed.
  2. Select New Document Type.
    The Create new Document Type dialog box is displayed.
    Create new Document type dialog box
  3. In the Name and Description fields, enter the name and description of the document type.
  4. Click Create.
    A new document type is created and displayed in the Document Types page.