Go to Company > Company Profile > 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 necessary details and click on "Create".

Assigning a document type to employees

Once the relevant document types have been created, you can populate it within each employee's profile.

Go to My Employees > select the employee profile > Documents.


To add a new document type, choose from the available document types under "Available Document Types to request from employee".

Click on the document type, then click on "Yes, add document type!"

If you want to remove a document type that you previously added, click on the document name, then click on the button on the right to remove it.

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

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