Identification Document Types

Modified on Thu, 3 Jul at 11:47 AM

Configuring identification document types is essential to ensure that user registration in the e-Schooling platform complies with the institution’s legal and administrative requirements. 


1. Accessing the Identification Document Types Table


To configure identification document types, follow this path:

        Settings » System » Support Table » Identification Document Types


 

2. Adding or Editing Document Types


To add a new identification document type, click the (+) button and fill in the required fields in the configuration window.  

  • Acronym: A short abbreviation of the document name (e.g., CC, BI, NIF)
  • Name: Full name of the document (e.g., Citizen Card)
  • Country: Country of issue/origin of the document
  • Base Identification Document Type: Allows linking the new type to an existing base category


You can also mark the document as a financial document, which may affect how it is handled in reports, exports, and financial integrations.


To edit an existing document type, click on the row of the document you want to update. This will open the same configuration window, where you can update fields such as name, country, or financial status.


 

To delete a document type, select it and click the trash icon. The system may ask for confirmation before completing the deletion to prevent accidental removal.



Once configured, all identification documents used in the e-Schooling platform will be properly categorized, ensuring compliance with the institution’s legal and administrative standards.




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