Create and Send Electronic Documents
  • 06 Dec 2023
  • 1 Minute to read

Create and Send Electronic Documents

Article summary

Upload, edit, and send PDF documents to staff, students, and leads using our eDocuments feature!

Upload and send required documents electronically to parents and staff to complete with our eDocuments feature! Upload new or save time by creating templates for commonly sent PDFs.

Please Note: PDF is the only file type compatible with this feature, and the maximum file size is 6MB.

Start Creating and Sending Documents

From the Documents screen, simply click Create Document, then select from a template or upload a new PDF.

ADD: Click "Choose a File" or drag and drop your PDF into the space provided.


EDIT: Once your document has been uploaded, edit your document by using the built-in options, such as highlighting important details, adding arrows or boxes, or adding a signature.


  • SEND: This screen provides additional sending options:
  • Document Name - enter a name for your document. This name will display on the email notification sent to parents and staff.
  • Send To - first select the group of people (students, staff, or leads), then click Add Recipient to choose from a list of names.
  • Document - click the Edit Document button to go back and continue editing your PDF.
  • Expiration Date - choose a date for the document to expire or select "No expiration date". When choosing a date, the recipient is unable to access the document after it expires.
  • Send Reminder On - if the document is not completed by the selected date, a reminder email will be sent.
  • Message - enter a message to be included in the email notification.


Once the additional options have been completed, select the following option to continue:

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