How to Update Document Settings?
- Select the pencil found in the far-left column for the document you wish to edit.
- Adjust the field you wish to change.
- Select the green tick to save the changes made.
The settings above can be used to:
- Verification Required: if activated, an internal staff member will have to approve the document before it is considered active against a member's profile - for example, a recruiter may need to verify a driver license during the application process when uploaded by a member through the portal
- Start Date: if activated, this particular document will need to have a start date attached which indicates the beginning of the document being active/valid
- Show to Member App: if activated, this will allow members to upload/view the document via their app
- Show to Applicants: if activated, this will be an option for applicants on the applicant portal during their recruitment/onboarding process
- Expiry Date: this will require an expiry date be added to this document which will suspend a member when it expires - this is part of the Document Expiry Program
- Reference Number: this will add the option to add a reference number to these documents