How can I edit or add client document type?

• Select “Applicants” from the upper navigation menu 
• Search for and select the relevant applicant 
• Under the “Documents” subheading, hover over the relevant document and select “Edit” 
• To add a new document, select the “+” icon in the upper right hand corner of the document section 
• Select the document title, select the document type, upload the document, and hit “Save” 

Note: A new document type can be added to the drop down from admin set up. To do so, click on your profile icon  Admin Setup > Applicant > Document List > Add Button > Give document name > Save. 

Under the client module it will be reflected in the dropdown with the option required documents.

• Select “Clients” from the upper navigation menu 
• Search for and select the relevant client
• Click “Edit Client”
• Under “Business Information,” go to “Documents”
• Check in the document from the drop down menu and click “Update” 

Note: A new required document type can be added to the drop down from the Admin Setup. To do so, click on your Profile Icon > Admin Setup > Client  > Client Document Type > Add > Give the title > Specify if mandatory > Select Save. This document type will then be shown in the drop down.