Creating a Doc Mgt DocType for 1095Cs

Your 1095c document type should already exist.  If it does not exist, follow the directions below to set one up.

To create a Doc Mgt Document Type for 1095Cs, go to the Doc Mgt setup screen Setup→Doc Mgt→Document Types screen.

Click the Add Doc Type button.  This brings up an "Add Document Type" dialog:

When creating a document type, fill it in like this:

Click Save to add the document type.   You are now ready to complete the 1095C - Doc Mgt linkage on the Payroll > 1095C > Publish 1095Cs to Doc Mgt screen.