Contractor categories have assigned documents that will be requested on the dashboard. Those documents can be set to optional. If there is an optional document that is not already listed it can be added in the configuration section following the steps below.
Note: Only staff with training in configuration can access the configuration area.
1. Navigate to the Configuration module by selecting ‘Configuration’ from the menu bar across the top of your screen.
2. Scroll down to the ‘Contractor Categories’ section. Find the category you want to add an optional document for and click on
.
3. Scroll down to ‘Document Categories’ table with documents requested for that contractor category. You can add a new document by selecting from the drop-down bar (1) and ticking the ‘Optional’ box (2). Click the ‘Save’ button to add the document.
4. To change an existing document click the
button next to the doc. Check the ‘Optional’ box (1), click the ‘Save’ button (2). That document will now be optional.
