How to update Documents field or folder settings?

When an employee joins an organization, they must submit various documents for record-keeping, such as identity documents and proof of previous experience. Each document has specific fields that need to be filled in, referred to as Document fields. And to ensure easy accessibility and confidentiality of employee documents, all the required documents are organized into different folders.

In this article, we will guide you through the steps to modify the document field and folder settings.

Go to the Org (1) section of the Keka Portal, and then click on Documents (2). Then go to the Employee Documents (3) tab.

Then click on the Settings (1) tab and select the relevant Folder(2) then click on the three dots (3) of the Document type in the folder and click on Edit Document Type (4).

The Manage Document Type window will open up. You have to fill in all the required details in the fields provided here.

If you want to add more form fields, click on +Add Field (1) and fill in the Field Name, Field Type, and if it's mandatory for the employees, you can check the box next to Mandatory. 

Once you have updated the necessary details, click on Update (2).

If you want to update folder settings, click on three dots (1) beside the folder name. Then click on Manage Folder Settings (2). 

The Edit Folder window will appear and here you can check the boxes in the folder permissions, to decide who can view/add/update the documents. Once you have updated the folder permissions, click on Update.

This is how you can update the Documents field or folder settings.