Welcome to our guide on managing student documents! In this article, we will walk you through the various features available to administrators for handling student records efficiently. From uploading and reviewing documents to managing visibility and permissions, we’ve got you covered!

Administrators can upload, review, approve, reject, and manage student documents directly from the Manage > Students section. This ensures that all records are accurate, accessible, and compliant with your school’s policies.

Managing student documents is a privilege granted to staff members with administrative access. Additionally, parents can upload documents when your school enables this feature.

To review documents uploaded by parents or students, follow these simple steps:

1. Go to Manage > Students.

2. Click the Documents icon on the student’s row.

3. Open or download the submitted documents for review.

4. Review the documents in accordance with your school’s procedures.

5. Click Edit on the document.

6. Select Approve or Reject.

7. Save your changes.

When you approve a document:

• The document is locked from further edits by the parent.

If you reject a document:

• You will need to provide a reason for the rejection.

• An automatic email will be sent to the parent.

• The parent will be allowed to resubmit the document.

Staff members can easily upload documents by following these steps:

1. Go to Manage > Students.

2. Click the Documents icon.

3. Select a document type.

4. Upload or drag-and-drop the file.

5. Click Save.

A confirmation message will appear when the upload is successful.

As an administrator, you have the ability to:

• Rename files.

• Change document categories.

• Adjust visibility permissions.

• Archive documents.

• Replace or delete documents.

Note that deleted documents are retained for recordkeeping and audit purposes.

Administrators can control the visibility of documents to:

• Parents

• Non-admin staff (such as coaches and teachers)

Unless restricted, documents are visible to parents and coaches connected to the student.

To ensure smooth document management, consider the following best practices:

• Approve documents promptly.

• Use clear and concise rejection reasons.

• Archive outdated documents instead of deleting them.

For more information, check out these related articles:

• Viewing and Understanding a Student Profile

• Custom Clearances Explained

• Communicating with Students and Parents

We hope this guide helps you manage student documents effectively! If you have any questions, feel free to reach out to our Support Team.