Add the documents which are required to fulfill this package. Click the icon to add documents to the list. You can remove a document by clicking its icon. You can change the document properties by clicking its icon. 


The icon is used to set dependencies. Dependencies ensure that documents are only required if a specific form has already been submitted. For instance, if a user submits a request form for payroll information you may then want to have them upload a copy of their driver's license as proof that they should have access to the payroll information. If they never submit that request then you would not require them to upload the driver's license.


The order in which the documents show up in this list is the order which they are shown to the users. If you want to re-order the documents you can click and drag the ::: handles on the left of the item and drag it up or down.


When editing the document, you have the following options:


Document Name: The name of the document to require. The document that the user uploads for this required document will be named this name. If they upload multiple then all will have the same name.



End users will see this section on the package screen. The list of required documents will be shown and any that are still outstanding will be in red. Any that have been uploaded will be in blue.


Users then the option to upload documents into that required "spot" so that can be fulfilled which updates their completion status.