> ## 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.

# Document types

> Choose what Advisor reads from each kind of document, add your own fields, and make document types of your own.

A document type tells Advisor how to recognise a file and which values to read from it. Advisor sorts every file a client sends into a type, then reads that type's fields for you to check on review.

Go to **Settings > Document types** to see them.

> [!NOTE]
>
> Everyone in the firm can look at document types. Only admins can make changes. See [Team](https://redbark.com/docs/advisor/settings/team.md).

## The list

Types are grouped under headings such as **Banking and loans**, **Income and tax**, **Investments and super**, **Property and insurance**, **Entities and structure** and **Other**.

Filter with **All**, **Built in** or **Your firm**. **Your firm** shows the types you made and the built-in types you added fields to.

For each type you see:

| Column | Shows |
| - | - |
| **Fields** | How many fields it reads |
| **Reads** | What it reads, or **Just the file** |
| **Fills client facts** | The [facts](https://redbark.com/docs/advisor/settings/facts.md) its values fill |
| **Last 30 days** | How many documents were read as this type |

Search covers type names, field names and the facts they fill.

## Built-in types

Built-in types are made by Redbark and marked with a lock. You can't rename them or change their fields. An admin can still add fields of the firm's own to them.

## Adding a field

**1. Open the type**

Select a type in the list, then select **Add field**.

**2. Describe the field**

Fill in:

* **Name**: what the value is called, such as "Salary sacrifice to super".
* **What to look for**: where it sits on the page and how it's often labelled. Optional.
* **Type**: **Text**, **Date**, **Amount**, **Number** or **Percent**.
* **Section**: fields in the same section sit together on review.

**3. Link a fact (optional)**

Under **Fills client fact**, choose an existing fact or **New firm fact**. Once an advisor approves the value, it fills that fact on the client. Number and percent fields fill no fact.

**4. Set Required**

Turn **Required** on if every document of this type should have the value.

**5. Save**

Select **Add field**.

A new field applies to documents read from now on. Values already read stay as they are.

To change a firm field, open its menu and choose **Edit**, **Move up**, **Move down** or **Archive**.

## Making a new type

**1. Start the type**

Select **New document type**.

**2. Name and describe it**

Give it a **Name**. Under **How Advisor recognises it**, describe the document. Advisor uses this description to sort each file a client sends.

**3. Choose a group**

Pick the **Group** where the type sits in the list.

**4. Choose what it holds**

Under **What it holds**, choose **Values on the page** to read fields, or **Just the file** to keep the file with nothing read. This is fixed once the type is made.

**5. Add fields**

For **Values on the page**, add the fields to read from every document of this type.

**6. Create it**

Select **Create type**. Any admin can change the name, description and group later.

> [!TIP]
>
> A [checklist](https://redbark.com/docs/advisor/checklists.md) item asks for your type when its title uses the type's name.

### Starting from a client's document

When Advisor can't place a document, an admin can select **Make a new document type from this** in the [document viewer](https://redbark.com/docs/advisor/documents.md#when-advisor-cant-tell-the-type).

* Advisor suggests a name, a description and up to 12 values it can see on the file.
* Tick the values you want to read from every document of this type, and change anything.
* When you create the type, you can read that document again as the new type. What it finds waits for an advisor to check.
* You can also sort again recent documents Advisor couldn't place. Those that don't match stay unplaced.

## Archiving

You can archive a firm type or a firm field. Nothing is deleted.

* An archived type isn't offered anywhere and nothing new is sorted into it. Documents already read keep their type and values.
* An archived field isn't read from new documents. Values already read stay, approved ones included.
* Archived items move to **Archived** in the list. Select **Restore** to bring one back.

## What Advisor never keeps

Advisor refuses a field name or description that would hold:

* A tax file number.
* Identity document numbers, such as driver licence, passport and Medicare card numbers.
* Government reference numbers, such as a Centrelink customer reference number.
* Medical details. Health fund and cover level are fine to keep.


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