Onboarding

Add Document Upload Field for Clients and Candidates

Most commonly to collect identification, certifications, use an upload field to have users upload the documents needed to support them in their candidate and client experience.

1. From Mission Control select Builders.

2. Select Application and Profile Builders.

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3. Name the section.

4. Select Builder Type as Section

5. Select the User Type it will be for. 

6. Select the Section Type as People

7. Select any similar builders to be used concurrently to avoid overlapping information. 

EXAMPLE:

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8. To create the field select Add Field. 

9. Name the Field Label. 

10. Name the Profile Label. 

11. Select the Field Type as File.

12. An unused model will auto insert or select an unused model.

Example of a upload field for a Resume

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Create an Upload Field for a Document with Expiry. 

13. Follow the same information as above for 8, 9, 10. 

14. Select the Field Type as File With Additional Information

15. In Select Other Properties select Information once Expired. 

15. Add the appropriate information for Information Once Expired. 

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Now Its Your Turn

Head to builders, select Add and choose a section. 
Select Add a field, fill out the field, and select the Field Type as File.