Set Required Documents for Participant Types

Choose which documents each participant type must provide and which documents are optional supporting information.

Article guidance

Compliance requirements are set on participant types. When that type is used on an event, SmartGig knows what documents to expect and can show missing, pending, approved, rejected, expiring, or expired states.

Set requirements

Open Participant Types: Choose the type you want to configure.
Open Compliance Documents: Tick each document type that applies to this type.
Choose Required or Optional: Required documents count towards compliance. Optional documents can be collected without blocking compliance.
Save the type: The requirements apply to future relevant event records and portal prompts.

Good setup choices

Require documents only where they are genuinely needed.
Use optional documents for helpful supporting files that should not block approval.
Review requirements before opening public applications.
Tell applicants what each document is and when it must be valid until.

Review after changes

Open a test application or participant portal and check that requirements are understandable.
Review existing event participants because new required documents may change their compliance state.
Update any public guidance if participants need a specific certificate level, insurance value, or expiry date.