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.