Define additional text fields to request for a document (Configuration)

Content:

Guide: Defining Additional Text Fields for a Document

To collect additional information (such as document number, expiration date, etc.) beyond the uploaded file, it is necessary to configure specific text fields for each required document.

Procedure

1. Access the plugin configuration and open the General tab.

2. Locate the document for which you want to request additional data. If the document is not yet present, click the button to add a new document.

3. Within the document configuration, make sure you have specified the Document Name and the desired Upload Mode.

4. Check the box Require Data Entry.

5. Once the box is checked, a new field labeled What data do you want to ask for? will appear.

6. In this field, type the exact name of the data you want to request (e.g., "Identity Card Number," "Issue Date"). After typing the name, press Enter or Comma to add it as a tag. Repeat this operation for all necessary additional fields.

7. Once configuration is complete, click the general save button on the page to apply changes.

> Note: The fields defined in What data do you want to ask for? will appear to the end user as mandatory or optional text fields, depending on the Upload Mode set for the document.