How to Configure Service Documents

Time: 2 minutes Result: Required documents defined for service

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Steps

Step 1: Navigate to Services

1. In the sidebar, click Consultancy
2. Select Services

Step 2: Edit Service

1. Find the service you want to configure
2. Click Edit from the actions menu

Step 3: Add Required Documents

1. Scroll to the Required Documents section
2. Click + Add Document
3. Enter document name (e.g., "ID Proof", "Address Proof")
4. Add more as needed

Step 4: Save

1. Review document list
2. Click Save

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Result

✅ When customers select this service, they'll be prompted to upload the required documents.

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Tips

• Use clear document names customers will understand
• Common documents: ID proof, address proof, photos, certificates
• Documents can be made optional or required