How Do I Create New Company Types In My Account?

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Company Types are used to Organize your External Companies as well as filter your Safety Monitor to see their signed Documents. 

How Do I Create New Company Types?

1. Select "Setup" from the Navigation Bar.

2. Select "Company Types".

3. Select "New Company Type".

4. Give your new Type a name and select "Create".

Where Will Company Types Be Used?

1. When you create a new Company, you will need to select a Company Type.

2. When using the Safety Monitor, you can filter by Company Type to see the documents signed by Companies that belong to that Type.