## 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](https://help-families.joinkiddo.com/hc/families/articles/upload-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](https://help.joinkiddo.com/hc/centers/articles/go-live-checklist).

## Related articles

- In the app: **Settings → Document Types**
- [Configure enrollment fees and steps](https://help.joinkiddo.com/hc/centers/articles/enrollment-settings)