Document Types & Examples
Understand the different types of documents you can manage and why they matter
This article explains the various categories of documents available in SpacetoCo’s Document Management system. It helps Hosts understand which document types serve different purposes and how they function.
Document Types
Documents come in all shapes and sizes and have different requirements depending on whether they are tied to a single booking, the customer, an application, etc.
The below articulates each of the document types, how they are defined/used, and any special conditions you need to be aware of.
Booking
Suitable for all customers. These can be attached to booking/s only.
Its expiry is naturally tied to the booking.
Customer
Suitable for all customers. These can be attached to the Customer Profile only.
Its expiry is tied to the document, and allows for automatic renewal workflows.
Application
Suitable for regular customers only. These can be attached to the Regular Application only.
Its expiry is tied to the document, and allows for automatic renewal workflows.
Public Liability Insurance (PLI)
This is a default document type. All fields are managed by SpacetoCo.
The fulfilment option is set to 'Upload Required' and the expiry is set to 'true'. Dedicated workflows are available to help track if PLI is needed/required.
Government Identity (coming soon)
This is a default document type created by SpacetoCo, and used for Passport, Drivers Licence and Government ID. We've partnered with Stripe Identity for security & privacy reasons. There is a charge per request to use this service.
More information will be available after launch.
Document Examples
Our Hosts use Document Management for a variety of reasons. We've listed just a few of them below for inspiration on what's possible:
- Alcohol Permit
- Amusements & Inflatables Conditions & Request Form
- Application for Activity on Local Government Property
- Application for fee waiver
- Application for Road Closure
- Application for Temporary Suspension of the Road Traffic
- Application to Extend or Alter a Public Building
- Certificate of Incorporation
- Cleaning Checklist
- Community Group Identification
- Concession Discount Eligibility
- Event Emergency Plan
- Event Permit
- Event Sponsorship Application
- Food Business Permit
- Food Handlers Course
- Food Safety Certificate
- Group Fitness Permit
- Permit to Sell Alcohol
- Port Authority Form
- Request for Consent to Consume Alcohol - Multiple Dates
- Risk Assessment
- Seasonal Ground allocation 24-25
- Security Request
- Temporary Structure Form
- Transit Housing Application
Tips
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Use Booking type for documents only relevant to one booking, like a venue-specific access form.
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Choose Customer or Application for ongoing documents such as insurance or compliance documents that may need renewal.
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PLI is pre-configured, enable automation to stay ahead of expiry deadlines.