Set up Company Document Types (Table Editor)

Create and edit document types that can be stored against company records.

 

Create a new Company Document

This will show up on the Talent's record > Document Tab > Contract Type section

  1. Click on Account & Settings
  2. Click on Table Editor

    Account Settings - Table Editor.gif

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

Company Document Types - Add New - Save.gif

 

Example of new Company Document Type

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

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

Company - Documents Tab - Company Documents.gif

 

Articles in this section

Was this article helpful?
0 out of 0 found this helpful
Share