There are two things you need to do before you are working with Documents and Identifiers:
You can upload multiple documents for every client.
Fill out the fields shown (Name and Description). Then tap on "Click to Choose File", navigate your device using a file manager, and find the document you want to upload. A sample filled dialog looks like the following:
Field Name (attribute) | Description | Example | Validations (if applicable) |
---|---|---|---|
Name | The name of the document to upload. | Sample Document | This should consist of alphanumeric characters. |
Description | A description of the document to upload. | This is a sample document. | This should consist of alphanumeric characters and provide a summary of what the document is about. |
Fill out the necessary fields. A sample filled out Identifier is shown below:
Field Name (attribute) | Description | Example | Validations (if applicable) |
---|---|---|---|
Identifier Type | The type of Identifier to be added | Passport Id Government Id Drivers License Any Other Id Type Ration Card Voter ID | Only one option should be selected from the provided ones described. |
Status | The status of the Identifier to be added | Active or Inactive | Only one option should be selected. |
Unique ID | The ID of the Identifier to be added | 123abc456 | This should consist of alphanumeric characters. |
Description | The description of the Identifier to be added | This is a sample description. | This should consist of alphanumeric characters and provide a summary of what the Identifier is about. |