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📄 Documents Guide

This guide walks you through how to manage User Documents in your User Profile—including adding, editing, and deleting documents.


✨ Accessing the Documents Section​

  1. Go to the left-hand sidebar and click on Documents under the User Profile tabs.
  2. You'll be taken to the User Documents page where you can view and manage your uploaded documents.

➕ Adding a New Document​

To add a new document:

  1. Navigate to the Documents tab.

  2. Fill in the following fields:

    • Document Type (e.g., 10th Certificate)
    • Document Number
    • First Name on Document
    • Last Name on Document
    • Middle Name on Document (optional)
    • Date of Expiry (if applicable)
    • Document Taken (e.g., Hard Copy)
    • Upload Document (attach a file in PDF format)
  3. Click Save to upload the document.

Add User Document


🖊️ Editing an Existing Document​

To edit a previously uploaded document:

  1. Click the Edit icon (✏️) next to the document entry.
  2. Modify the desired fields (e.g., Document Number, Name fields, etc.).
  3. Upload a new file if needed.
  4. Click Save to update the information.

Edit User Document


🗑️ Deleting a Document​

To delete a document:

  1. Click the Delete icon (🗑️) next to the document you want to remove.
  2. A confirmation pop-up will appear.
  3. Click Delete to confirm and permanently remove the document.

Delete Confirmation

🧠 Frequently Asked Questions (FAQ)​

1. What file types are allowed for document upload?
Only PDF format is currently supported for document uploads.
2. Is it mandatory to fill all fields?
Fields marked with a red asterisk (*) are mandatory. Others, like Middle Name or Expiry Date, can be left blank if not applicable.
3. Can I upload multiple documents?
Yes. You can add multiple documents one at a time by repeating the add process.
4. What happens after deleting a document?
Once deleted, the document is permanently removed and cannot be recovered.

Let me know if you want a downloadable PDF version or this guide exported to your documentation system.