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How Do I Assign Trainees to Trainee Document Types?

Trainees can be assigned to trainee document types to link specific individuals with the relevant document requirements.


  1. On the left column, go to Settings and click Trainee Document Types.
  2. Click on the trainee document type you’d like to assign trainees to.
  3. Scroll down to the Trainees section.
  4. Click Allocate/Deallocate Trainees.
  5. Two sections will show Select to Add and Select to Remove with a list of trainees, tick the box(es) you wish to add/remove.
  6. You also have the option to select all by clicking the blue tick at the top of the page.
  7. To deselect all, click on the red X at the top of the page.
  8. Click the arrow button.
  9. Click Close.


  1. The trainees you have selected are now assigned to the trainee document type.

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