Help · Settings
How to set required-document checklists
New in v0.20: set the documents required for each record type — for example the papers needed for a new supplier or employee — so every record shows a checklist.
Who can do this: Organisation admins (Client Admin).
Steps
Step by step
- Settings → Documents (Documents on records).
- Choose a record type.
- List the documents required for it.
- Each record of that type now shows the checklist, with missing documents highlighted.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
Contact support