How to make a counsellor collect documents at a stage?

 > Settings > Admission > Pipelines & Stages > select pipeline > select stage

Add a Document upload step and tag the documents to collect.

  1. Click + Add step and choose Document upload.
  2. Under REQUIRED DOCUMENTS, click + Tag document and select the documents, for example Aadhaar Card, Birth Certificate.
  3. Tick Show in Applicant Portal if parents can upload themselves.
  4. Click Save.

Note: To make staff check each document, add an exit criterion that the documents must be Verified.

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