Kiddo Help — For centers

Set up document types for enrollment

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Chris

Last updated on Aug 8, 2026

Summary

Document types are the checklist items families upload during enrollment — immunization records, enrollment forms, photo releases, and so on. Set them up before you send enrollment packets or offers that include document steps.

Before you start

  • You need admin access to Settings → Document Types.
  • Know which documents your licensing or enrollment policy requires.

Steps

  1. Open Settings.
  2. Select Document Types in the sidebar.
  3. Review existing types or select Add to create a new document type.
  4. For each type, set:
    • Name families will see (e.g. "Immunization record")
    • Whether it is required for enrollment
    • Instructions families see when uploading
  5. Optional: attach a default enrollment document (PDF or form) families download, complete, and re-upload.
  6. Save each type. Repeat for every document your center collects.

When you request documents from a child on the waitlist, Kiddo uses these types in Send enrollment forms and document request emails.

What happens next

  • Families see upload tasks on Home and in email links.
  • Staff review uploads on the child's Documents tab in Waitlist.
  • Missing required documents block enrollment completion until uploaded or waived per your process.

What your parents see: Upload enrollment documents

Common questions

Document Types vs enrollment documents in the same settings page?

Document types define the checklist. Enrollment documents are optional file templates (blank forms) you attach to a type.

Can requirements differ by location?

Document types are center-wide; location-specific enrollment packets may use different workflows — confirm with your center's enrollment lead.

When should I set this up?

Before go-live or before your first offer that includes enrollment paperwork. See the go-live checklist.

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