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.

Merging Document Categories

If you end up with duplicate categories, you can merge them together — all Documents are moved into the category you keep and the duplicate is archived.

Learn how to merge Document Categories here.

Using Document Categories

To learn how to use Document categories click here.