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. Resources are exclusive to the Student paperwork tab.
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.
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.
💡 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
Prefer to watch a video? Click here.
Go to the Resources tab of the Paperwork screen.
Click the three dots next to the resource you’d like to edit.
Select Edit recipients.
Choose who can view and complete the resource. The default is Everyone, meaning all guardians in your dashboard will have access.
To limit access, select from the drop-down menu. Available options include:
Everyone
Classrooms
Listings
Students
Programs
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.
Click Share to make the resource visible to the guardians.