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FORMS: Document Types

Table of Contents

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.

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


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.

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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