Document Types & Requirements

Document types define what documents you need from contacts. Configure required and optional documents, and manage the review workflow.

Viewing Document Types

1. Go to Configure → Document Types
2. See all configured document types

Creating Document Types

1. Click Add Document Type
2. Configure:
   • Document Type Name — What to call this document
   • Description — Instructions shown to staff (optional)
   • Required document — Must contacts upload this?
   • Requires review — If enabled, uploads need manual approval. If disabled, uploads are auto-approved.
   • Show on signup form — Appear on the public self-signup form?
   • Show on status page — Can contacts upload from their status page?
   • Accepted File Types — Images, PDFs, or both
   • Max File Size — 1 MB to 10 MB
3. Click Create

Common Document Types

Childcare

• Birth Certificate (Required)
• Immunization Records (Required)
• Proof of Address (Required)
• Emergency Contact Form (Required)
• Medical Information Form (Optional)
• Photo ID (Optional)

Healthcare

• Insurance Card (Required)
• Photo ID (Required)
• Referral Letter (If applicable)
• Medical History Form (Optional)
• Consent Forms (Required)

Senior Living

• Photo ID (Required)
• Insurance Information (Required)
• Medical Records (Required)
• Power of Attorney (If applicable)
• Physician Orders (Required)

Required vs Optional

Required Documents

• Entries show “Missing Documents” indicator
• Can prevent completion of enrollment
• Contacts see these prominently on status pages

Optional Documents

• Nice to have but not mandatory
• Don’t block enrollment
• Can be uploaded at any time

Document Review Workflow

When a document is uploaded:

1. Pending Review — Document awaits your review
2. You review and choose:
   • Approve — Document accepted
   • Reject — Document not acceptable (family can re-upload)

Requires Review Setting

By default, new document types do not require review (uploads are auto-approved). To enable manual review:

1. Edit the document type
2. Toggle Requires review on
3. Uploaded documents will show as “Pending Review” until you approve or reject them

Document Status Indicators

In the waitlist, entries show document status:

Where Contacts Upload

Contacts can upload documents:

1. During self-signup — On the public signup form (if “Show on signup form” is enabled)
2. Via status page — Using their magic link (if “Show on status page” is enabled)
3. Staff upload — Staff can upload on their behalf

Filtering by Document Status

Find entries with document issues:

1. Go to Waitlist
2. Use flag filters:
   • Missing Documents — Required docs not uploaded
   • Documents under Review — Docs awaiting your review
   • Rejected Documents — Docs that need re-upload

Deleting Document Types

To delete a document type:

1. Ensure no documents have been uploaded for this type
2. Click Delete on the document type

You cannot delete a document type if documents exist for it. Deactivate it instead to hide it while preserving uploaded files.

Related Articles:

• Editing Entry Details
• Self-Signup Setup
• Uploading Documents (For Parents)