{"id":21656,"date":"2026-10-23T17:00:40","date_gmt":"2026-10-23T11:30:40","guid":{"rendered":"https:\/\/helpcenter.nexterp.in\/helpcenter\/how-to-make-a-counsellor-collect-documents-at-a-stage\/"},"modified":"2026-10-23T17:00:40","modified_gmt":"2026-10-23T11:30:40","slug":"how-to-make-a-counsellor-collect-documents-at-a-stage","status":"publish","type":"post","link":"https:\/\/helpcenter.nexterp.in\/helpcenter\/how-to-make-a-counsellor-collect-documents-at-a-stage\/","title":{"rendered":"How to make a counsellor collect documents at a stage?"},"content":{"rendered":"\n

\"\" > Settings > Admission > Pipelines & Stages > select pipeline > select stage<\/p>\n\n\n\n

Add a Document upload step and tag the documents to collect.<\/p>\n\n\n\n

    \n
  1. Click + Add step<\/strong> and choose Document upload<\/strong>.<\/li>\n
  2. Under REQUIRED DOCUMENTS<\/strong>, click + Tag document<\/strong> and select the documents, for example Aadhaar Card, Birth Certificate<\/em>.<\/li>\n
  3. Tick Show in Applicant Portal<\/strong> if parents can upload themselves.<\/li>\n
  4. Click Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/a><\/figure>\n\n\n\n

    Note:<\/strong> To make staff check each document, add an exit criterion that the documents must be Verified.<\/p>\n","protected":false},"excerpt":{"rendered":"

     > Settings > Admission > Pipelines & Stages > select pipeline > select stage Add a Document upload step and tag the documents to collect. Click + Add step and choose Document upload. Under REQUIRED DOCUMENTS, click + Tag document and select the documents, for example Aadhaar Card, Birth Certificate. Tick Show in Applicant Portal … Continue reading “How to make a counsellor collect documents at a stage?”<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1197],"tags":[],"post_folder":[],"class_list":["post-21656","post","type-post","status-publish","format-standard","hentry","category-pipeline"],"_links":{"self":[{"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/posts\/21656","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/comments?post=21656"}],"version-history":[{"count":0,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/posts\/21656\/revisions"}],"wp:attachment":[{"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/media?parent=21656"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/categories?post=21656"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/tags?post=21656"},{"taxonomy":"post_folder","embeddable":true,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/post_folder?post=21656"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}