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To edit a record for specific individual, double-click the line with this person's name. 

Toolbar buttons

To add an individual, click the Create button on the toolbar; for details, refer to Adding an Individual. 

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. 

Creating a Group 

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. 

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The "Individuals (create folder)" form 

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Click Save to save the group. Click Save and close to save the group and close the dialog box. 

See also