> ## Documentation Index > Fetch the complete documentation index at: https://redbark.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Make a document type > Makes a document type of the firm's own, with a key made from the label (firm_ and a slug). From now on the reader sorts files into it, told the description. holds is values (read into its fields) or file (kept as a file, no fields). Fields take the shape of add_document_type_field; each may name fact_key, or new_fact to make a client fact in the same step. read_document_id reads that document again as the new type once it is made. sort_unplaced_since_days sorts again the firm's documents the reader could not place in that many days (count_unplaced_documents says how many); the answer says how many were queued. suggestion_id deletes the suggestion it was made from. The name must differ from every type the firm has. The label and description are refused like a field's. A label or instruction that asks for a tax file number, an identity document number, a government reference number or medical details is refused (value_never_kept). Only an admin can call this. ## OpenAPI ````yaml /openapi/advisor.json post /document_types openapi: 3.1.0 info: title: Redbark Advisor API version: 2.0.0 description: >- Read and write access to one advice firm in Redbark Advisor: clients, checklists, documents, money, messages, reports, team and webhooks. Send an API key or a connected app’s access token as a bearer token. A credential carries scopes, one read and one write per area, and each call says the scope it needs. A write scope brings its read scope. Each key may make 120 requests a minute. servers: - url: https://advisor.redbark.com/api/v1 security: - bearerAuth: [] tags: - name: Firm description: The firm, its name and its branding. - name: Team description: Team members and their roles. - name: Clients description: Clients, their people and portal invites. - name: Checklists description: Checklist templates, the checklists sent to clients and their answers. - name: Documents description: Documents clients upload and the details read from them. - name: Money description: Bank connections, accounts, balances and transactions. - name: Document types description: Document types, their fields and the client facts they fill. - name: Messages description: Messages between the firm and clients. - name: Reports description: Reports exported for clients. - name: Webhooks description: Webhook endpoints and their deliveries. - name: Webhook events description: Events sent to your webhook endpoints. paths: /document_types: post: tags: - Document types summary: Make a document type description: >- Makes a document type of the firm's own, with a key made from the label (firm_ and a slug). From now on the reader sorts files into it, told the description. holds is values (read into its fields) or file (kept as a file, no fields). Fields take the shape of add_document_type_field; each may name fact_key, or new_fact to make a client fact in the same step. read_document_id reads that document again as the new type once it is made. sort_unplaced_since_days sorts again the firm's documents the reader could not place in that many days (count_unplaced_documents says how many); the answer says how many were queued. suggestion_id deletes the suggestion it was made from. The name must differ from every type the firm has. The label and description are refused like a field's. A label or instruction that asks for a tax file number, an identity document number, a government reference number or medical details is refused (value_never_kept). Only an admin can call this. operationId: create_document_type parameters: [] requestBody: required: true content: application/json: schema: type: object properties: label: type: string minLength: 1 maxLength: 80 description: type: string minLength: 1 maxLength: 300 description: >- What kind of document it is, in a sentence or two. The reader is told this when it sorts a file, so say how to recognise one. group: type: string enum: - banking - income - investments - property - structure - other description: >- The heading it is picked under: banking (Banking and loans), income (Income and tax), investments (Investments and super), property (Property and insurance), structure (Entities and structure), other (Other). holds: type: string enum: - values - file description: >- values: values on the page are read into its fields. file: kept as a file, nothing read. Fixed once made. fields: anyOf: - type: array items: type: object properties: label: type: string minLength: 1 maxLength: 80 instruction: anyOf: - anyOf: - type: string maxLength: 300 - type: 'null' description: >- What the reader is told about the value when the label is not enough, such as where on the page it is. - type: 'null' value_type: type: string enum: - text - date - amount - number - percent description: >- text, date (YYYY-MM-DD), amount (dollars), number or percent. A field that fills a fact holds the same type as the fact. required: anyOf: - type: boolean - type: 'null' fact_key: anyOf: - anyOf: - type: string maxLength: 64 - type: 'null' description: >- The client fact an approved value fills: a key from list_fact_definitions whose type matches, or null for none. - type: 'null' section: anyOf: - type: string maxLength: 80 - type: 'null' description: A section name of your own. Details when left out. new_fact: anyOf: - anyOf: - type: object properties: label: type: string minLength: 1 maxLength: 80 single: type: boolean description: >- true when a client holds one value; false for several. required: - label - single additionalProperties: true - type: 'null' - type: 'null' description: >- Makes a client fact of the firm's own for this field to fill, of the field's value type (text, date or amount). Give this or fact_key, not both. required: - label - value_type additionalProperties: true maxItems: 40 - type: 'null' read_document_id: anyOf: - anyOf: - type: string minLength: 1 maxLength: 60 description: A document id, from list_documents. - type: 'null' - type: 'null' sort_unplaced_since_days: anyOf: - anyOf: - type: integer minimum: 1 maximum: 365 - type: 'null' - type: 'null' description: 1 to 365. suggestion_id: anyOf: - anyOf: - type: string minLength: 1 maxLength: 60 description: >- The suggestion it was made from, from suggest_document_type. - type: 'null' - type: 'null' required: - label - description - group - holds responses: '201': description: Created. content: application/json: schema: $ref: '#/components/schemas/DocumentTypeCreated' '400': description: The request is not valid. content: application/json: schema: $ref: '#/components/schemas/Error' '401': description: The API key or access token is missing, wrong, expired or revoked. content: application/json: schema: $ref: '#/components/schemas/Error' '402': description: >- subscription_required: the firm has no active subscription, so it cannot add or invite clients or send checklists. content: application/json: schema: $ref: '#/components/schemas/Error' '403': description: >- The credential lacks the scope this call needs, the call is for admins only, or the member it acts as has left the firm. content: application/json: schema: $ref: '#/components/schemas/Error' '404': description: No such resource in this firm. content: application/json: schema: $ref: '#/components/schemas/Error' '409': description: >- The resource is in a state that does not allow this, such as an archived client, or client_limit_reached: the plan’s 20 active clients are in use. content: application/json: schema: $ref: '#/components/schemas/Error' '413': description: The request body is too large. content: application/json: schema: $ref: '#/components/schemas/Error' '429': description: Too many requests. See the Retry-After header. content: application/json: schema: $ref: '#/components/schemas/Error' '500': description: Something went wrong on our side. Try again. content: application/json: schema: $ref: '#/components/schemas/Error' security: - bearerAuth: - document_types:write components: schemas: DocumentTypeCreated: type: object properties: object: type: string enum: - document_type id: anyOf: - type: string - type: 'null' description: Null for a built-in type. key: type: string description: >- Such as payslip or super_statement, or firm_ and a slug for the firm's own. label: type: string description: type: string group: type: string enum: - banking - income - investments - property - structure - other description: >- The heading it is picked under: banking (Banking and loans), income (Income and tax), investments (Investments and super), property (Property and insurance), structure (Entities and structure), other (Other). origin: type: string enum: - redbark - firm description: >- redbark for Redbark's own, which cannot be changed; firm for the firm's own. holds: type: string enum: - values - file description: >- values: values on the page are read into its fields. file: kept as a file, nothing read. Fixed once made. archived: type: boolean description: >- A firm type no longer sorted into or offered. Documents already read as it keep it. field_count: type: number description: >- Fields read from new documents: built-in and the firm’s, archived ones left out. fact_keys: type: array items: type: string description: The client facts its fields fill. read_last_30_days: type: number description: Documents of this type read in the last 30 days. sections: type: array items: type: object properties: label: type: string fields: type: array items: $ref: '#/components/schemas/DocumentTypeField' required: - label - fields additionalProperties: true read_document: anyOf: - type: object properties: document_id: type: string started: type: boolean message: anyOf: - type: string - type: 'null' description: Why it was not read again, when it was not. required: - document_id - started - message additionalProperties: true - type: 'null' description: The document read again as the new type, when one was named. unplaced_queued: anyOf: - type: number - type: 'null' description: >- How many unplaced documents were queued to be sorted again, when sort_unplaced_since_days was given. required: - object - id - key - label - description - group - origin - holds - archived - field_count - fact_keys - read_last_30_days - sections - read_document - unplaced_queued additionalProperties: true Error: type: object properties: error: type: object properties: type: type: string enum: - invalid_request_error - authentication_error - permission_error - rate_limit_error - api_error code: type: string message: type: string param: anyOf: - type: string - type: 'null' request_id: type: string required: - type - code - message - param - request_id additionalProperties: true required: - error additionalProperties: true DocumentTypeField: type: object properties: object: type: string enum: - document_type_field id: anyOf: - type: string - type: 'null' description: Null for a built-in field. key: type: string label: type: string type: type: string enum: - text - date - amount - number - percent description: >- text, date (YYYY-MM-DD), amount (dollars), number or percent. A field that fills a fact holds the same type as the fact. section: type: string required: type: boolean instruction: anyOf: - type: string - type: 'null' description: What the reader is told. Only the firm's own fields show theirs. origin: type: string enum: - redbark - firm description: >- redbark for Redbark's own, which cannot be changed; firm for the firm's own. archived: type: boolean description: >- No longer read from new documents. Values already read stay and still show. fact_key: anyOf: - type: string - type: 'null' description: The client fact an approved value fills, or null. required: - object - id - key - label - type - section - required - instruction - origin - archived - fact_key additionalProperties: true securitySchemes: bearerAuth: type: http scheme: bearer description: >- A firm API key, shown once when it is made, or a connected app’s OAuth access token. Each operation lists the scope it needs, such as clients:write. ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.