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Before you can start creating master records for individuals, you may need to create master records of the following types: Document Types of Individuals. However, you can create the necessary master records on the fly when creating the records for individuals.
The Individuals list
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As the list is populated, you can change its display settings. Click More actions on the toolbar and select Configure list. For more information on the list settings, see Work with the item list.
To control whether all the required documents of individuals were provided, click the Document Control button. This opens the list of employees with their personal documents.
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The hierarchy structure can be built by using the Create Group button on the toolbar. Once you click the button, the Individuals (create folder) form appears.
The "Individuals (create folder)" form
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