Set up document categories for pre-onboarding

Document categories help you define what documents are required and how many copies are expected during onboarding.

Steps to configure document categories

1. Go to Tools → Document Categories
   • Navigate to Tools, then click Document Categories.
2. Click Add Category
   • Click the + Add or Create Category button.
3. Fill in the required information
   • Category Name: e.g., “Identity Proof” or “Address Proof”.
   • Document Name: e.g., Aadhaar, PAN, Utility Bill.
   • Number of Copies: Mention how many files or versions are needed.
4. Click Save
   • The category is now available when configuring onboarding workflows.

These categories appear during document upload steps in candidate onboarding.