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

    Account Settings - Table Editor.gif

  3. Click on Talent Document Types tile
  4. Add a document name to the New Item field
  5. Click on the Add button
  6. Click on the Close button

Talent Document Types - Add New - Save.gif

 

 

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

Talent - Documents Tab - Talent Documents.gif

 

 

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