Create a New Document Type
Create New Document
Go to Configure and Form Types.
Select New.
Fill in Form Code (example: BGT and the title would be Budget)
Select a "Form Type". This determines what section you will find the form in the Form Types Config.
Fill in a Title of the form
Choose which module in your menu that you want to file your form. This is done by clicking on the drop down to select the module.
Click on "Save" New Form will be created under "Form Types".
You can now edit the form by selecting in the Form Types list.