Configuring, Editing and Deleting Document Requirements

How to add, edit and delete document requirements

Document requirements can be created, edited and deleted by navigating to the Configuration tab in the top menu bar

1. Adding a new document requirement

2. Editing a document requirement

3. Deleting a document requirement

 

Adding a new document requirement

To add a document click Add document in the Configuration screen

Fill in the mandatory category, type and document name fields. Files can be uploaded and a note can be added if necessary, then click Save 

Yo will be taken back to the 'Document requirements' page and your document will show in the relevant list. 

Editing a document requirement

To edit a document select the relevant document from the list in the Configuration screen and click Edit 

Make any relevant changes and click Save

 

 

Deleting  a document requirement

To delete a document requirement select the relevant requirement and click Delete

You will be asked if you're sure you want to delete the requirement. Click Yes, delete and the document will be deleted