Astalty Logo

Documents

Document Categories

Before you add a document to a Participant's profile, you may wish to add the different document categories based on your organisation's needs.

For example, you may wish to add a category entitled "Service Agreements"' to categorise all the Service Agreements related to that Participant.

Adding Document Categories

Within the Documents Settings page click Add Category.

Enter the name of the category and click Create.

Using Document Categories

To learn how to use Document categories click here.