Set the document upload mode (Optional, Required, Admin Only) (Configuration)

Content:

This guide explains how to define whether a document is mandatory, optional, or manageable only by administrators within the document configuration.

Procedure

1. Access the configuration section of the "Documenti clienti" plugin (usually under the Generali tab).

2. Locate the list of configured documents. If you are adding a new document, enter the desired Nome documento.

3. In the document configuration row, look for the field labeled Modalità caricamento.

4. Click on the dropdown menu and select one of the following options:

OptionDescription
OptionalThe client can upload the document but is not required to do so.
RequiredThe client is obligated to upload the document to complete their reserved area or a specific action (depending on general settings).
Uploadable only by adminsThe client will not see the upload section. Only administrators can upload or manage this document on behalf of the client.

5. After selecting the mode, make sure to save the general plugin configuration.