Sometimes you want to add a PDF of a scanned driver's license, passport, background check documents or other personal identification documentation to a person's record.  First create an Individual Requirement & then upload the PDF.

1. Create Individual Requirement:
   1. Go to Admin > People Setup > Individual Requirements
   2. In Requirement name, write name of document
   3. Set Requirement Type to either Background Check, Standard Requirement or Reference Check
   4. Click Save new requirement
2. Add PDF to person's record:
   1. Search for person's record
   2. In Requirements section, click green plus sign + 
   3. Select Requirement created above
   4. Set Status Completed
   5. Click Choose File button
   6. Navigate to PDF location, select PDF & click Okay
   7. Click Save this requirement

Updated March 05, 2025 21:02