Allows for adding or customizing documents to your onboarding process 

Guidance on creating a custom Flow: Here

Guidance on creating custom Fields: Here 

To Add or Create a Custom Document: 

1. Select Documents > Document types

2. New document type



3. Create a Document Name

4. Select the completion type of the Document

5. Continue

6. Add description

7. Add fields if required

8. Save and then activate 





Guidance on how to use the Custom Build Document option: 

Ensure the necessary custom fields are created prior to building your custom document. 

1. Follow the above steps and select the "Embedded form" Document Type

2. Configure via docuSeal

4. Add Your Document

5. Drag required fields onto the document and adjust as needed 

6. Save