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
- Click on Account & Settings
- Click on Table Editor
- Click on Talent Document Types tile
- Add a document name to the New Item field
- Click on the Add button
- Click on the Close button
Example of new Talent Document Type
This is listed on the Talent Record > Documents tab > Talent Documents section
- Go to a Talent's record
- Click on the Documents tab
- Got o the Talent Documents section
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