How to Set Up Document Types

Modified on Thu, 4 Apr at 10:11 AM

Go to Company > Company Settings > Document Type. 


You can edit each entry by clicking on the pencil icon or create a new entry by clicking on Add new document type.

 

 Fill in the name of the document type and click on Create.

 

 

 

Assigning a document type to employees

Once the relevant document types have been created, you can assign it to employees. 

 

Click on the name of the document type. This will bring up the list of employees and the status of any documents they have uploaded under that document type. 

 

Check the circle on the left hand side to assign the document type to an employee, or un-check it to remove that document type for that employee. 

 



An alternative approach involves navigating to the employee's document tab and choosing the appropriate documents to assign to the staff within the Available Document Types to request from employee section.



You can also select the documents to be uploaded by a new employee when adding a new joinee.


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