Document Drafts
  • 06 Dec 2023
  • 1 Minute to read

Document Drafts

Article Summary

You can have parents and staff complete required documentation electronically with our eDocuments feature! Upload a document, edit as needed, and save it as a draft to send later.

When clicking Documents from the left menu, the next screen will display the list of saved drafts.


To Edit & Send or delete a draft, locate the draft and click the More Actions icon in the last column.


Saving a Document as a Draft

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.

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


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, click Save & Exit to save your document as a draft.

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