Set up a document type to use the auto-linking Automatically link documents from the same application or Do not automatically link documents rather than the default auto-linking Automatically link documents from the same applicant.
Set up a document type to use Document Intelligence as follows:
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Add the document type, such as Driving licence, if not already defined. On Admissions Settings, go to Reference data and then Documents and then Document types. Then, select
and define the document type as follows:- Name
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Enter a unique name for the document type, such as Driving licence. The value must not exceed the maximum length of the corresponding field in an integrated system, such as a student management system.
- Document category
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Select the category of documents with this document type, such as the category Formal identification.
- Description
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Enter a description used to select the document type, such as Driving licence.
- Maximum size (MB)
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Enter the maximum file size in the range is 1 MB to 15 MB.
- In use
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Select In use so that documents for this document type can be uploaded.
- File types
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Select
to ad the accepted file types for upload, such as Image JPEG file, PDF document. Values are defined in reference data for File types.
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Define the document mapping. On Admissions settings, go to Reference data and then Applications and then Document type mapping. Then, select
and define the document type mapping as follows:- Name
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Select the document type, such as Driving licence.
- System document type
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Leave empty.
- Extraction intelligence mode
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Leave empty.
- Document linking mode
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Select the document linking mode, such as Automatically link documents from the same applicant or Do not automatically link documents. For more information, go to Document auto-linking.
- In use
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Select In use to use Document Intelligence with this document type.