Custom Document Types
Custom Document Types are internal documents that are unique to your company that you can add to a seafarer’s profile. They are only visible to your company's users. They can’t be used in Data Templates and are not required for Assignments or Recruitments.
Log into Martide and go to Settings in the menu under your profile picture and click on Custom Document Types:
You will go to this page:
Here you can:
- Add a new Custom Document Type.
- Search your Custom Document Types in the bar at the top.
- Sort your Custom Document Types alphabetically by clicking the arrow next to Name and sort by Enabled or Disabled by clicking the arrows next to Enabled.
- See the slug and whether your Custom Document Types are enabled or disabled.
- Edit your Custom Document Types by clicking the pen icon.
How to add a Custom Document Type
Click the Add Custom Document Type button (see image above.) You will see this pop-up box:
Here you can:
- Enter a name for your Custom Document Type.
- Choose whether you want to enable it by sliding the button across. White means it is disabled, blue means it is enabled.
- Enable or disable your required fields by sliding the button to blue or white.
Click Save. You will see your Custom Document Type on the main page:
How to add a Custom Document Type to a seafarer's profile
Find the seafarer on the Seafarers page and click their name to go to their profile:
Scroll down to the Custom Documents section or click on Custom Document in the menu on the left, which takes you to the section:
Click the Add Document button. You will see this pop-up box:
Here you can:
- Select the document type. In the menu you'll see all the enabled documents you added on the Custom Document Type page.
- Enter the document number, select the country of issue and enter the document’s start and end dates.
- Upload a copy of the document. You can upload more than one document.
Click Save and the document will appear in the Custom Documents section on the seafarer’s profile:
To edit an entry, click the pen icon. To download a copy, click the down arrow. To download all documents, click the 3 dots and the top of the section.