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FORMS: Document Types

Table of Contents

Adding & Editing Document Types
Document Type Template Editor
Using Document Types to Create Forms
Using Campus
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  • You can create custom form types for proposal and approval needs outside of Courses and Programs. This feature is called “Campus”, which allows users to create “Document Types”.

  • Document Types can be created in the settings page (Curriculum Management > Settings > Document Types).

  • Each document type has its own template and its own form(s). This can be considered analogous to the “Course/Program Template”, and the many forms that can be created to add/edit/delete courses & programs.


PATH: Curriculum Management > Settings > Roles > (Select Role) > Document Type

  • Several permissions exist for Document Type. You can “allow” or “deny” different roles at your institution regarding: View Document Types, Edit Document Types, Delete Document Types, Edit Template, and Copy Document Types.

  • The “Delete Document Type” permission allows a user to delete a document type. A document type can be deleted by a user with the appropriate permissions by selecting the settings button in document types, then clicking “delete document type.” Note that if a document type with in-flight proposals is deleted, all requests associated with that proposal will be archived.

  • You can select “Allow If” for the “View Document Types” permission to limit what document types a user is allowed to view.

Adding & Editing Document Types

PATH: Curriculum Management > Settings > Document Types

Adding a New Document Type

  1. Click “+ Add Document Type”. 

  2. Input a name (required) and description. Make these as descriptive as possible to help end users select the correct type when creating a document. 

  3. If you’d like to track revisions and versioning for this document type, select “Yes” under “Is Effective Dated”. Otherwise, keep it set to “No”. If set to “Yes”, you will also need to ensure the “Effective Start Date” field is on the template. You can learn more about effective dating here.

  4. Click “Add New Document Type”.  From there, you will be directed to the “Document Type Template Editor”, where you can build this document type (directions below).

Editing an Existing Document Type

To edit a Document Type’s name, description, and effective dating settings, locate it at Curriculum > Settings > Document Type and click the gear icon. 

Document Type Template Editor

The template editor for each document type is very similar to the template editor for courses and programs, with the option to use pre-built or custom fields: 

Document Type Fields

Document type templates and forms support the following prebuilt and custom fields.

Prebuilt Fields





Effective Start Term

Effective End Term*

Effective Start Date

Effective End Date*


Subject Code


*The backend query does not support end date filtering, which means you can add these fields but they won't be used in the algorithm.

Custom Fields


Text Area






Yes No



Course Select

Program Select

Department Select

User Select

Term Select



Using Document Types to Create Forms

PATH: Curriculum Management > Forms

Once templates have been set up in settings, users can create multiple forms from the document type in the Forms page. Each form has a specific action (i.e. add/edit/delete) and can have its own workflow.

Note: Document Types do not support dynamic steps in approval workflows.

The form will be pre-populated with all the fields in the template, but then users can add custom form fields in addition.

Each form can be used to submit a proposal that goes through the workflow in the same fashion as every curriculum request would: 

Once the request is approved, the approved documents will show up in the “Campus” tab of curriculum. 

Using Campus

  • When a user navigates to the “Campus” tab of curriculum, they will have the option to select a document type before seeing all of the approved campus documents for that type.

  • Learn more about using Campus from an End User perspective here.

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