The first step is to define what types of documents you can add to entities. Navigate to Admin Tools > Settings > Document Types to manage the types of documents that can be stored for each entity. Pictured below, you can see we've already configured three types of documents, all for people. You might be wondering why we didn't mix it up a little and show you some example document types for other entities besides people. We're starting with the Person entity on purpose, and you'll see why in a bit. Click on any row to manage details about a document type or click on the button to add a new document type. Name - Provide a descriptive name for the document type.File Type - Each document type must be associated with a file type. See the File Types section above for more details.Entity Type - Select the entity type for this document type. Document types can be associated with people, groups or any other entity.Is Image - Select this checkbox if the document is an image.Manually Selectable - Check this box if the document type can be manually added to an entity (e.g., by a staff person or volunteer).Icon CSS Class - This setting allows you to enter the CSS class for the icon you wish to use. When using Font Awesome, you should use the syntax fa fa-[icon name].Max Documents Per Entity - With this setting you can limit the number of documents of this type that can be added to the entity.Advanced Settings - Click this link to show or hide theAdvanced Settingsfields described below.Entity Qualifier Column - If you want the document type to only apply to specific entities of the specified Entity Type, then you can provide a column to filter on for that entity. For example, if you would like the documents to be specific to a group of a certain type then you would enter 'GroupTypeId' here.Entity Qualifier Value - After you provide an Entity Qualifier Column, you’ll need to also provide a value here. In the example of groups of a certain type, the Entity Qualifier Value would be the Group Type Id value (e.g., 12) for the desired group type.Default Document Name Template - Use this field to provide default text that will automatically be populated in the Document Name field when adding a document of this type to an entity. Person documents are the easiest to configure because all you need to do is define your document types as described above. Rock ships with everything else you'll need to start adding documents to people right away. See the Person and Family Field Guide for an example. Setting up documents for other types of entities is still pretty easy, but there's an extra step or two you'll need to take. We'll show you what you need in the next section below.