The Primary Document for Licenses update introduces a streamlined interface that prominently displays the primary active license document while offering seamless access to previous, inactive licenses—all stored in one convenient location.
With these improvements, users can effortlessly locate and manage active license documents without compromising on the ability to archive and retrieve older records when needed.
Video Tutorial
FAQs
Q: How do I tag a document as the primary document for a license?
A: To tag a document as the primary document on a license, click the three dots on the document and select "Set as Primary," or use the "Upload Primary Document" option directly.
Q: Can a user change the primary document tag after it has been assigned?
A: Yes, users can change the primary document tag after it has been assigned. The current primary document is displayed at the top right of the screen. Simply click the three dots and select "Replace Primary Document."
Q: What visual or functional differences indicate that a document is the primary document for a license?
A: A document marked as the primary document is visually distinguished by a tag with a star icon stating "Primary" displayed next to the document’s name. Additionally, the same star icon and tag appear at the top right of the screen, where users can also preview the document.
Q: Who has the authority to tag a document as primary? Are there specific user roles or permissions required?
A: Admin users and user with edit access to the licenses module have the authority to tag a document as primary.