Creating document types

Each document uploaded to a staff or child profile must be assigned a document type. This determines the names of the fields that appear when you create a document. You can customise document types in System Settings.

1. In the top right, click on  > System Settings.
2. Click on Documents in the sidebar.
3. Click on the  icon in the top right to add a new document type.
4. Type in the Name of the document type, and a Description (the description only appears in Document Settings).
5. Type in the Title Date 1 and Title Date 2. These affect the names of the fields that allow users to pick a date. For example, Issued Date and Expiry Date. If you leave this blank, the field will not appear.
6. Check the box next to Reminders/Notifications for the date you want to receive notifications for, if you do.
   
7. Fill in the Title Description and Title Notes. These affect  the names of the fields that allow users to type in any extra details you may require. If you leave this blank, the field will not appear.
8.  Check the box next to Staff or Children, or both, depending on which people you want this document type to appear for. This will trigger a few more options to appear. 
   
1. Staff: Tick the box next to Show on Profile Form if you want to give the option to upload this document while filling out the profile form. Check Is Mandatory if you want to make uploading this document a requirement for completing the form.
2. Children: Clicking on the Show on Form field will give the option to upload this document on the Child Profile Form or the Registration Form, or both. 
   
9. Check the box next to Sensitive if you want this document type to be considered sensitive information. If so, only user roles that are assigned access to sensitive information will be able to create or view documents of this type. You edit user role access in Global Settings > HR > Staff > Sensitive Information.
10. Click Save.
    

While you can create a document for staff and children, if you are an eypeople-only customer, you will not be able to use any documents marked only For Children.

To create document types for all nurseries, go to  > Global Settings, then continue from Step 2.

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