Document Catalog

Who this is for

Owners and Administrators who define the named categories of uploadable files their agency accepts from clients.

Note on names. “Document Catalog” is the display name you see in the app. If you use the API or CSV imports, the underlying data model is still called DocumentType — same data, just a different label.

Before you start

• You must be an Owner or Administrator on your agency to create, edit, or delete Document Catalog entries.
• Plan your naming scheme before you start. Entry names appear in client-facing request packets, so use plain language your clients will recognize.

Step-by-step

A Document Catalog entry is not a file — it is a label that tells clients what kind of file to upload and tells the system how to classify it. Examples: Proof of insurance, General Liability COI, Workers’ Compensation certificate, Driver’s license.

You define your agency’s Document Catalog here in the Library. When you build a Playbook, you pick from this catalog to tell clients exactly which documents to provide.

Create an entry

1. Go to Library → Document Catalog.
2. Click New document type.
3. Enter a Name — this is what clients see on their request. Keep it short and descriptive (e.g., “Proof of insurance”).
4. Optionally enter a Description — a one-line note that gives clients more context on what to upload.
5. Check Required if clients must provide this document. Leave it unchecked to make it optional.
6. Click Save.

Edit an entry

Open any entry from the list by clicking its name. You can change the name, description, or Required flag, then save.

Toggle Required inline

You do not need to open the editor to flip the Required flag. From the Document Catalog list view, click the toggle in the Required column next to any entry. The change saves immediately.

Delete an entry

From the list view, click the actions menu next to an entry and select Delete. Deleting an entry does not delete files that were already uploaded against it — those uploads remain on existing requests.

What happens next

A newly created entry becomes available to add to a Playbook so you can require it on future client requests.

Coming soon

Required per Playbook context. Today, the Required flag lives on the catalog entry itself, meaning an entry is marked required or optional globally across your entire agency. A planned improvement would move the Required flag to the Playbook level, so you could require a “Proof of insurance” document in one Playbook while keeping it optional in another. This is on the roadmap but not yet scheduled.

Troubleshooting

• I deleted an entry by accident. Deletion is immediate and cannot be undone from the UI. Recreate the entry with the same name. Existing uploads on past requests are not affected.
• Clients say they do not see the document type on their request. Confirm the entry is included in the Playbook attached to that request. Adding an entry to the Document Catalog does not automatically add it to existing Playbooks.
• I cannot edit or delete an entry. Check that your role is Owner or Administrator. Agent-level roles have read-only access to the Library.

Related

• Library overview — see how the Document Catalog fits into the full Library picture.
• Playbooks — add Document Catalog entries to a Playbook to include them in a client request packet.

Last verified: 2026-07-14