How to Manage and Categorise Documents and Qualifications in Mind That
The Mind That platform allows the intuitive uploading and attachment of files for more accessible and efficient inductions and qualifications and to streamline the workflow. Mind That allows for categorising documents and qualifications to define the type and for organisation purposes.
This guide will teach you how to navigate, manage and categorise documents and qualifications in your Mind That account and workspace.
Navigating to the Documents & Qualifications Tab
To start, log in to your Mind That account. For multiple accounts, make sure to log in to the proper account.
Move your cursor to the Company profile beside the Individual profile and notification bell on the main navigation bar. Click the company profile dropdown button, and a menu will appear.
Click the Settings button to redirect to the Workspace Settings page immediately.
Scroll down and click the Documents & Qualifications Section.
Documents Tab
To create a new documentation category, click the text field for “Category Label” and type in the Category Name.
Choose the colour using the RGBA/HEX colour picker and click the “Create Category” button.
The new document category should appear on the list.
To check for the new category, proceed to the Documents Record on the main Navigation Bar.
Click the Category Tab, and a dropdown list of all your document categories should appear. You can toggle on any category you want to streamline and filter out the documents you need.
Qualifications Tab
Like creating a document category, you can create a new qualification category by clicking on the “Category Label” text field. You can (a) type in the Category Name.
Choose (b) the colour using the RGBA/HEX colour picker. You can (c) also choose icons for your category.
The qualification categories (d) can also be site-specific. To do this, toggle on the “Site Specific” button.
When done, (e) click the “Create Category” button, and the new category should appear on the list.
To check for the new qualification category, proceed to your contacts by clicking the Relationships Tab on the main navigation bar.
On the Contacts Record Type, click any contacts you wish to add a qualification for. Click the Qualifications Tab and click the “Add Qualification” button.
A qualification window form should appear, prompting you to fill in the information below. The qualification categories should appear when clicking the “Type” dropdown menu.