Create Tag Conditions for Documents

Have a tag automatically added to a client or candidate based on a document upload to their profile.

1. Create tags for clients or candidate.

2. Select More.

3. Select Application and Profile Builder.

4. Select the Gear Icon of the Document Section.

5. Select the Conditional Settings,

6. Scroll to the Tags Conditions.

7. Select a Tag then select what document/file would be uploaded to the tag to become checked.

Example:

Once a candidate or client uploads their CPR certification, the tag is populated in their Admin tab.