How to Add a New Document Template for Guardians to Upload

Document Requests are used to ask guardians to upload a specific document through the app. This allows you to track which guardians have submitted the specified document. You will also be able to view and download the document, once it has been uploaded. Both primary and secondary guardians can upload documents for their students.

On the Administrator Dashboard, click on the "Documents" tab on the left-hand sidebar to reach the School Documents page. Here, you'll see all of the documents you've uploaded so far. To create a new document upload template, click the "+ Document request" button on the upper right-hand side of the page.

You'll be brought to the “New document for parents to upload” screen. Here you will want to name the document you are requesting. Next, you will want to add a description of the document. Once completed, click the blue “Create Document” button in the bottom right corner.

The document you just created will appear in the School documents list. Document requests will be listed as an “Upload Only” document type in order to differentiate them from fillable documents. From the School documents dashboard, you’ll be able to keep track of how many uploads you’ve received per document. All new documents are set to a “Visible” status by default. This means guardians will be able to see and upload the document in the “My Documents” section of the parent app.

Viewing a Specific Document Template Page

You can click into any “Upload Only” document from the School documents page. In the search bar, you can search for a specific student by first or last name. You can filter by class or active status. You can also sort by any column header.

There are two status options for all uploaded documents. Every document begins in the “Not Started” status. Once the document has been uploaded by either the guardian or the administrator, the status will change to “Submitted”.

How to Manually Upload the Document

If a guardian completes a requested document in person or you would like to upload on their behalf, click on the blue “Complete” button next to the specific student’s name. Alternatively, you can click the three dots to the very right of the student’s name and then click the “Upload” option. Either of these options will open an “Upload a document” screen where you’ll be able to select the file you wish to upload. Be sure to click “Save” once the file has been selected.

How to Remove a Document if Uploaded Incorrectly

Find the student who’s file you wish to delete. Select the three dots to the right of their name and click the “Delete” button. Confirm you would like to delete the uploaded document by clicking the red “Remove Item” button. Deleting an uploaded document will place the document status back to “Not Started”.

Remove a Document Upload Template

If you would like to remove the ability for guardians to upload a specific document from the parent app, select the three dots to the right of the document you wish to remove. Click the “Toggle” button. When selected, the document will switch to a “Hidden” status and is removed from the parent app as an uploadable document. You will still be able to view this document on the administrator dashboard and see past submissions.

If you would like to delete the template altogether, click the three dots to the right of the document and then click “Delete”.

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