Creating document types in eyenquiries

Creating document types in eyenquiries

Creating document types in eyenquiries is necessary if you want to allow parents to upload certain documents to the registration form. Some of the options available when creating a document type only apply for eymanage features, so in this article we'll only cover the ones necessary for eyenquiries.
  1. In the top right, click on  > System Settings.
  2. Click on Documents in the sidebar.
  3. Click on the  icon in the top right to add a new document type.
  4. Type in the Name of the document type, and a Description.
  5.  Tick the box next to Children.
  6. Click on the Show on Form field and select On Registration Form.
  7. Check Is Mandatory if you want to make this document a requirement for completing the form.
  8. Click Save.
To create document types for all nurseries, go to  > Global Settings, then continue from Step 2.

    • Related Articles

    • Creating a payment in eyenquiries

      You’re able to mark an invoice as paid through the Transactions section of an enquiry profile, or through the Invoices tab. Through the enquiry profile Go to eyenquiries > Pipeline. Click on a child’s name to bring up their enquiry profile. Click on ...
    • Creating an invoice in eyenquiries

      Sometimes, it's necessary to request payment from parents during the enquiry process, which is why eyenquiries has its own invoicing system. It shares some features with the eymanage invoicing system, but when a child is enrolled, invoice records are ...
    • Creating a product/service for eyenquiries

      If you need to request payment from a parent during the enquiry process, you can send them an invoice through eyenquiries. To do this, you first have to set up a product or service on the system, which defines what you invoice the parent for. ...
    • Creating tags for enquiries

      Tags are a functionality that exist across multiple eyworks products, which allow for greater categorisation of staff, children, etc. But here we'll be talking specifically about creating new tags as a way of categorising enquiries. Go to > System ...
    • Creating rooms/groups in eyenquiries

      Rooms/Groups represent the physical rooms you have in a nursery. You can select which room an enquiry is assigned to when editing their profile. If you have eymanage as well, this is the room the child will be assigned when they're enrolled. In the ...