Create Document Types
Create reusable document names such as insurance, licences, certificates, risk assessments, or other records your team needs to collect.
Article guidance
Document types are the labels SmartGig uses for compliance requirements, participant uploads, staff review, reminders, and carry-forward. They should be clear enough for participants and reviewers to understand without extra explanation.
Create a document type
- Open Participant Types: Open a participant type and find Compliance Documents.
- Choose Add document type: Enter the document name.
- Choose expiry behaviour: Tick Has expiry date only when the document genuinely expires.
- Save the document type: The type can now be attached to participant types as required or optional.
Naming advice
- Use names participants recognise, such as Public Liability Insurance rather than PLI unless your audience expects the abbreviation.
- Avoid creating several names for the same document.
- Include the level or certificate type if the distinction matters.
- Use expiry dates for policies, certificates, licences, or permits where the date affects acceptability.
Before adding another type
- Search existing document types for duplicate or near-duplicate names.
- Check whether the requirement should be split by participant type instead of creating a new document name.
- Decide whether the document should expire before you attach it to participant types.