Set up Talent Document Types (Table Editor)

Create and edit document types that can be stored against talent records.  The user-defined Document Types (from Table Editor > Talent Document Types) are available in the Adobe E-document task template.  These will carry over to the Adobe Documents section when completed.

Create a new Talent Document Type

This will show up on the Talent's record > Documents Tab > Talent Documents section

1. Click on Account & Settings
2. Click on Table Editor
   
   
   
   
3. Search for and click on Document Types on the left. (This may be called 'Talent/Applicant/Candidate/etc Document Types' depending on your System Labels)
4. Add a document name to the New Item field
5. Click on the Add button
   
   
   
   
6. Top right Success: Document Types has been added successfully. will confirm addition.

Example of new Talent Document Type

This is listed on the Talent Record > Documents tab > Talent Documents section

1. Go to a Talent's record
2. Click on the Documents tab
3. Got o the Talent Documents section