Document Types

Aug 13, 2025 1 month ago 8 Steps
Document Types
The Document Types section lets you manage the categories of documents (e.g., Care Worker Pack, HR files, contracts) that can be attached to employee profiles in Planaji. You can add, edit, assign, or delete these document types, provided they are not currently linked to an employee.

Step-by-Step Guide

1 Log in to Planaji with your email/password
2 Click the “Config” tab
3 In the “Document Types” card, press “Open” at the bottom to view the list of available document types
4 To add a new type, click “Add Document Type” (top‑right corner)
  1. Enter a description.
  2. Click “Save.” The new type now appears in the list.
To add a new type, click “Add Document Type” (top‑right corner)
5 To assign a document type to an employee
  1. Click “Employee” in the left drawer.
  2. Select an employee (check the circle next to the name) and press “View.”
  3. On the employee page, open the “Documents” tab and click “Add Document.”
  4. In the Document Type field, choose the newly added type, then add the file and click “Save.”
To assign a document type to an employee
6 To delete a document type:
  1. Return to the “Config” → “Document Types” page.
  2. Select the type (circle) you wish to remove and press “Delete.”
  3. Note: A type can only be deleted if it is not assigned to any employee.

7 To edit an existing type
  1. On the “Document Types” page, select the type and click the Edit icon.
  2. Change the description and press “Save.”
To edit an existing type
8 When finished, the dashboard will reflect the updated list of document types, and you’ll have successfully added, edited, or removed document categories.
Was this article helpful?
Search
Details
  • Category: System
  • Knowledge Base: Planaji
  • Last Updated: Aug 13, 2025
Share