eypeople: Using documents

eypeople: Using documents



eypeople lets you upload important documents to staff and child profiles, where they’re stored in the Documents tab.

However, before you can upload a document, you have to set up document types on the system. These determine the names of the fields that appear when you add a document to a profile. 

Creating document types
  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. Type in the Title Date 1 and Title Date 2. These affect the names of the fields that allow users to pick a date. For example, you may enter "Issued Date" and "Expiry Date". If you leave this blank, the field will not appear.
  6. Fill in the Title Description and Title Notes. These affect the names of the fields that allow users to type in extra details. If you leave this blank, the field will not appear.
  7. Tick the box next to Staff or Children, or both, depending on which people you want this document type to appear for.
  8. Click Save.
Adding documents
  1. Click on  Staff or  Children in the sidebar.
  2. Click on a name to be taken to their profile.
  3. Click on Documents in the sidebar.
  4. Click on the  icon in the top right to add a document.
  5. Select a Document type from the drop-down menu.
  6. Fill out the form that appears. Depending on how the document type is set up, the field names will differ. But it’s likely to consist of something like an Issued Date, Expiry Date, Description and Notes.
  7. Upload your file into the grey box by dragging and dropping it, or clicking on the box and searching for your document.
  8. Click Save.


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