The document type feature in Credentially allows an administrator to manage mandatory and non-mandatory doucments and can be assigned as a upload document step in onboarding. An administrator can sets up the list of mandatory documents as a compliance requirement.
β
In the staff member profile/'Documents' tab, you can see the lists of both Mandatory and Non-mandatory documents of a particular user.
β
β
Mandatory documents are essential for a particular role, and a user cannot be compliant until they upload all of them.
Non-mandatory documents are optional for a particular role and does not effect a user compliance percentage.