How to set-up required documents?

Important

Step by Step Guide

1. Log in to your Yomly account using your dedicated business URL
2. Go to the MAIN MENU > SETTINGS > DOCUMENTS > DOCUMENTS TYPES
3. To create a required document, click 'Add document type'
4. Fill in the appropriate details:
   • Document Name
   • Select the applicable OCR or scanning template
5. Enable the 'Required' field
6. Select the audience group/s that need to provide the required document
7. Save & Activate