Document categories help you define what documents are required and how many copies are expected during onboarding.
Steps to Configure Document Categories
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Go to Tools > Document Categories
- Navigate to Tools, then click Document Categories.
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Click ‘Add Category’
- Click the + Add or Create Category button.
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Fill Required Info
- 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.
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Click Save
- The category is now available when configuring onboarding workflows.
These categories appear during document upload steps in candidate onboarding.