How Do I Configure Store Documents?
It is important to add Store Documents as they ensure the store is fully compliant and has all the relevant documents for the store to be compliant.
- On the left column, go to Settings and click Store Documents.
- Click New Store Document.
- Enter the Name and Description.
- Choose the Entity and Document Type from the dropdown options.
- If you select Digitised Form Filling - a dropdown option appears below where you must select a form relevant to the entity.
- If you select Read & Receipt Document - you can add an attachment below by clicking on the white box or drag and drop the attachment to the box.
- Tick the box(es) if you would like the document to be Required, Private, Expiry Required and Only .pdf allowed:
- If you select required, the document must be uploaded and compliant for the store to be compliant.
- If you select private, the document can only be view by an administrator.
- If you select expiry required, the document will no longer be compliant once it expires.
- If you select only .pdf allowed, pdf documents are the only document type that can be uploaded.
- Enter the Months and Days Default Expiry Date.
- Click Save & Submit.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields.
This is required before you can add a Store Document:
- Digitise your Form
Other Options:
Under the ‘Form’ dropdown options, you will see an option to add more forms, by clicking the ‘here’ button highlighted. This will take you to the form builder section - be cautious that when you click this button, the details you have entered will be deleted.