1. Expand the relevant category the document will be created under
This will expand the Category and display any document templates created.
2. Select the pencil icon next to the document description
3. Update any of the fields or settings
Document Description - This is the document name that Staff, Applicants and Members will see to add the applicable documentation to
Document Points- This field allows you to put a value of points per document
Verification Required - If Verification Req. is set to Yes it will flag for a recruiter to verify at least one document
Start Date of Document - If Start Date of document is set to Yes it will activate this field to be mandatory when the document is being uploaded to the system. i.e. Date of issue for a passport If set to No it will show this field as optional
Expiry Date of Document - If the Expiry Date of Document is set to Yes this will activate this field to be mandatory when this document is being uploaded to the system. If set to No it will show this field as optional
Show to Member App - If the tickbox is set to Yes it will allow Members to view, upload and edit the document within the Members Mobile App
Required (Applicants) - If set to Yes it will flag the document to display mandatory for the applicant and will restrict them from proceeding further until they have uploaded this document
Reference Number - If set to Yes the system will make it mandatory that a reference number is required when uploading the document. If set to No this field will be considered optional when uploading a document
Snap - If this option is selected to yes it will flag within the system that a snap or upload is required.
App Sync Keyword - Please do not adjust this field it is for EntireHR to manage
Status - Setting the document status to Active will make this document available within the staff web portal.
4. Select the green tick to save
