How Do I Create Document Types?

  Overview

In this article you will learn how to Create Document Types so you can later attach those types of Documents to Members or Personnel/Volunteers See What are Document Types?

  Before You Start

You must have a Director or Assistant Director RecDesk user role to add/update
Document Types

 Click Admin then Manage Custom Lists. Under the category of Other, click Manage Document Types.

How To Create a Document Type

1. Click Add New Document Type
2. Enter the Document Type Name (Birth Certificate, Background Check, etc.)
3. Optionally add a Description for the Document Type
4. Choose the Applies to Type (Member or Personnel/Volunteer) from the drop down
5. Choose the Expiration Type from the drop down:
   
   • No Expiration
   • Specific Date - Enter the Expiration Date
   • Choose Pattern - Enter the Default Document Expiration in Day(s), Week(s), Month(s) or Year(s). The Expiration Date will be set using that Pattern from the date of the initial upload.
6. Click Save.

  Tips:

See the following articles to see how to attach documents with/without these Document Types:

• How Do I Attach a Document to a Member?
• How do I Attach a Document to an Instructor, Coach or Volunteer?

See the following articles to see how to to search by Members or Personnel/Volunteers with certain Document Types:

• What is the Member List and How do I Perform Advanced Member Searches?
• What is the Personnel/Volunteer List and How do I Perform Advanced Searches on them?