How do I add a Doc Title to the Admin configuration

This will teach you how to add doc titles to your setup in Cirrus as an Admin, which can be mapped to Checklist Templates and used by users in your system

To add a new Doc Title:

1. Go to Administration Tab > Checklist Setup > Doc Titles
2. Click "Add doc titles on the top right of the screen
   1. Below you see a list of all DocTitles currently in your system
3. Fill in the required Fields to add your DocTitle
   1. Category
      1. The Category relates to the involved party in the deal that will be providing the documents (i.e. Borrower, Guarantor, Personal, Operating Co., etc.).  In some cases, you may not have a specific party related to the document, which means you can use the standard status instead.  When you create a new checklist, standard documents are added automatically, but the category options show up on the second page called Additional Documents. 
   2. Folder
      1. The folder organizes where your DocTitle will display.
   3. DocTitle Name (this must be unique)
   4. DocTitle Description
      1. This will be visible to the borrower, and is a great place to provide instructions to the borrower.
   5. Responsible
      1. This is the party is visible to both you and your borrower, and denotes a general assignment to who will be providing that specific document. 
   6. Other optional configurations
      1. Display on Checklist will make sure the doctitle is visible to the borrower, and sort by category label is related to packaging.  Sort by category label ensures that doc titles with the same category label are grouped together when added to a single pdf package.
4. Click Save at the bottom to create your new doc title.  
5. If you want to add this to a specific checklist type, you can go to Administration > Checklist setup > Doc Title Mapping to add it.