Manage Document Types
How do you manage the document type on the file / attachment tab. The files tab in clubreg contains a document type selection list. This list is fully configurable, and document types can be added and removed.
Below are the steps to add a new document type to the list
Steps
1. Goto the clubreg component, in the admin section, and select the "Config Settings" sub menu option.
2. From the "Setting List" in the filters section, Select the "Clubreg Registration Document" option. This selection will auto submit the form, which should return the list of exisiting documents
3. Click on the "New" button, on the top bar, this will open the edit page, into which the required details are filled, in this case, we are adding a "performance review" document type
4. The details are now saved and the message which says that the detials have been saved is now displayed
5. Return to the config list page, by either clicking on "Save and Close" or "Close", The new items should now be listed as shown below.
6. Return to the "File" tab on the member profile and you should see the new document type in the "Document Type" selection
If there is an extra feature you are interested in please contact support and we shall include it in your customization.
