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How do I create a document type?

Go to Safety > Document Types, click Create Type, fill in the name, type and description, then click Create.

Before you start​

  • There's no option to edit or delete a document type, so check the name and description carefully.

Steps​

  1. In the left menu, under Safety, click Document Types.
  2. Click Create Type in the top-right corner. The Document Type window opens.
  3. Enter the Document Name*, for example "White Card" (2 to 50 characters).
  4. Choose the Type*: Normal for everyday documents, or High Risk for documents linked to high-risk work, such as a licence to operate heavy machinery.
  5. Enter a Description*, for example what the document is or who issues it (2 to 200 characters).
  6. Click Create. You see "Document Type created successfully." and the new type appears in the list.

Document Type window filled in with a name, type and description

Good to know​

  • You can also add a type while uploading a document. On the Upload Document panel, click Add new type next to Document Type. The new type is selected for you and saved like any other.
  • You choose whether a document is mandatory when you add it to a category, not here. See How do I create a category?

If something goes wrong​

  • The window won't save: check every required field is filled in. The name must be 2 to 50 characters and the description 2 to 200 characters.
  • Can't see Document Types: these features may not be turned on for your organisation. Ask your Swift Checkin administrator.

All setup and compliance questions

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