Setting up Document Types
To set up your document types, go to Define>System>Document Types.
To add a new type, click Add and give the Document Type a description. You are able to set this type to be valid indefinitely or for a certain number of months.
The Action Type determines what the document is used for when it is uploaded. To get additional settings for the required document being used on a registration, make sure to select Registration Requirement.
Then you can add instructions on how to upload the document. If the document must be reviewed by someone on your staff, check the box, Must Be Reviewed. This means the registration will not be complete until it is reviewed.
If you want the document to be required before they are able to register, check the box, Required for a Patron to Register.
If you want a document to be required for every registration, even if they have already uploaded the document for a different activity, check the box, Required for Every Registration.
Then you can either add a template for them to download if necessary or enter a URL that will redirect them to a new page.