Core Docs - Core Concepts - Configure Entity Documents

Rock Version: v20.0
Last Modified: 2026-04-06 3:59 PM

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.

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 People 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 article.