Resources are a great way to upload files for guardians to view. This feature is often used to distribute school handbooks and other important school policies.
Upload a New Resource
Prefer a little in-app help? Just click the Guided Walkthrough button at the top of the Paperwork -> Student paperwork -> Resources tab to get started. You can learn more about Guided Walkthroughs here.
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Prefer to watch a video? Click here.
From the Admin Dashboard, navigate to Student Paperwork and then click Resources.
Click the blue Create button and then click View only resource.
Name your resource, add a description, and upload the file.
Click the blue Create Resource button to save the resource.
π‘ By default, view-only resources are visible to all guardians. Click here to learn how to edit the recipients of a view-only resource.
Edit Recipients of a Resource
βPrefer to watch a video? Click here.
Go to the Resources tab of the Paperwork screen.
βClick the three dots next to the resource youβd like to edit.
βSelect Edit recipients.
βChoose who can view and complete the resource. The default is Everyone, meaning all guardians in your dashboard will have access.
βTo limit access, select from the drop-down menu. Available options include:
If you would like to send the guardians an email reminder, select the checkbox that says Notify guardian via email. On this screen, you will have the option to type a message.
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βClick Share to make the resource visible to the guardians.
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