14. Documents Management

This guide provides a walkthrough on managing documents for various user types such as drivers and customers. The document management feature is crucial for gathering and verifying information during the verification process.

Step 1: Click on the settings option on the left side of the menu. Choose the document types option.

This action will lead to the document types screen. Document types are essential for collecting specific documents from customers and drivers during the registration process.

The system will then prompt users to upload the required documents and this process aids the admin in verifying their information.

This verification is vital as ride-hailing or dispatch companies often need to report data to government authorities.

Step 2: To add a new document type, click on the new option.

The admin can then define the title of the document, such as "Health Insurance".

Step 3: Choose the user type. This selection determines from whom the document will be collected - customers,drivers, or other user types.

Step 4: Add a description explaining the purpose of the document or any specific details about it. For instance, if collecting a permanent residence document, the description could specify acceptable forms such as a passport or driving license.

The final option is document expiry. If enabled, the system will prompt users to upload the document's expiry date. This feature is beneficial for documents like driving licenses that have an expiration date. If the document is expired, the system will block the user from using the application.

Step 5: To create the document type, click on the create document type option.

Once created, the system will prompt users to enter the details of the document type during registration.

That concludes the guide on using the document type feature.