This guide explains how to configure a specific document so that its upload is mandatory for the user in the client area.
1. Configuring the Mandatory Document
1. Log in to the administration panel and go to the Client Documents plugin settings.
2. Go to the General tab.
3. In the section where documents are listed, click to edit an existing document or add a new one.
4. Within the document configuration, locate the field labeled Upload Mode.
5. Click on the dropdown menu and select the option Required.
(Note: The other available options are "Optional" and "Uploadable by admins only").
6. If you want the user to also fill in text fields (such as issue date), make sure the box Require data entry is checked.
7. Click the general configuration save button to apply the changes.
2. (Optional) Making Access to the Documents Area Mandatory
If you want users to be required to upload documents before accessing other sections of the client area, you can enable a global setting.
1. Log in to the administration panel and go to the Client Documents plugin settings.
2. Go to the Client Area tab.
3. Scroll down to the Preferences section.
4. Check the box next to Make document upload mandatory.
5. Click the general configuration save button to apply the changes.
