# Set Up Document Types
RTOSafe comes with common document types already set up. You can add your own or customise the existing ones.
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## Understanding Document Categories
There are three types of staff documents, each with different fields:
| Category | Purpose | Key Fields |
| ----------------------------- | ---------------------------------------------------------------------------- | ------------------------------------------------------------ |
| **Expiring Credentials** | Documents that expire and need renewal (First Aid, WWCC, Police Checks) | Issue date, expiry date, issuing authority, reference number |
| **Non-Expiring Credentials** | Qualifications that don't expire (degrees, certificates, TAE qualifications) | Date awarded, issuing provider, reference number |
| **General Purpose Documents** | Everything else (resumes, contracts, references) | Document date only |
Some document types are locked and can't be edited. Create a new type instead if you need something similar.
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## Adding a Document Type
1
Go to [**Settings → Document Types**](https://app.rtosafe.com.au/StaffDocumentTypes)
2
Select **Add Document Type**
3
Enter the name and select a category
4
Select **Save**
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## What Happens Next
* The new document type appears when staff upload documents
* You can now require this document type for specific positions
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## Common Issues
Can't edit a document type
Some types are locked. Create a new type instead.
Need to remove a document type
Archive it from the document types list — this hides it from new uploads but keeps existing documents.