Main Masters - Portal Documents and Links
Within the Masters, you can upload documents/links that can be accessed in the following areas of the system:
- Casual Application Page
- Permanent Application Page
- Applicant Portal
- Client Portal
To upload Portal documents/links, please follow the below steps:
- Access the Master settings: Masters > Portal Documents & Links
2. Select + next to Add a New Hyperlink. The new entry fields will load below.
Starting at the top, enter data in all mandatory fields marked by the *
Industry - If you leave this blank this will apply for all industries, although if you select an industry, the link or file will only appear for all qualifications within that industry
Portal Name - Select Applicant Portal only as this is the only portal that allows this functionality
Hyperlink Name - Enter in the name of the Hyperlink or what you for the User to see on the portal. Eg - Police Check
Hyperlink Details - Enter the hyperlink directly
Attach File - Press select and choose the document you wish to be uploaded for user to access. Note that this can only be loaded in PDF format under 5MB. If you are using hyperlink, you can leave this blank
Display Sequence - Enter in the sequence you wish for the link to appear on the Portal. i.e. 1 will appear above the sequence 2
Status - If the Document is set at ACTIVE it will appear on the portal if it is set as INACTIVE it will not appear.