Why can't I create a category?

A category needs at least one document type. Create your document types first, then add them to the category.

Common reasons

What you see	Why	What to do
Please add document type before creating category.	No document is added to the category.	Click Document type, tick at least one document, click Save Documents, then click Create again.
No documents found.	You haven't created any document types yet.	Create a document type first.
The Mandatory switch doesn't work	The document's box isn't ticked.	Tick the document first, then turn on Mandatory.

Example

You want a Scaffolder category where every worker must upload a high-risk work licence.

1. You fill in the category and click Create. You see Please add document type before creating category.
2. You click Document type, but it shows No documents found.
3. You create a High Risk Work Licence document type.
4. Back on the category, you tick it, turn on Mandatory, click Save Documents, then Create.

Related questions

• What are document types?
• How do I create a document type?
• How do I create a category?
• How do I create a questionnaire question?
• How do I delete a questionnaire question?
• Why can't I edit a document type, category or question?

All setup and compliance questions