The school must place any files to be uploaded into the “Pending Uploads” folder with the correct file names as per the file naming guidance section.
School validates that the file names and the files contents contain correlating data.
Reads the files from the “Pending Uploads” folder.
Validates that the naming convention of each file contains the required elements.
a. Any files that do not meet the criteria are moved to the “Failed Uploads” folder.
Validates that the file is below the maximum limit for a linked document.
a. Any files that are over this limit are moved to the “Failed Uploads” folder.
Any files that pass these checks will be sent to us to be attached to a student’s account.
We will then validate that the student identifier used matches a student user.
a. If the student identifier isn’t found the file will be moved to the “Failed Uploads” folder.
b. If the student identifier is found against multiple student user records the file will be moved to the “Failed Uploads” folder.
We re-validate rules 4 and 5 for security purposes.
a. Any files failing these checks are moved to the “Failed Uploads” folder.
Any documents that pass all validation steps will be attached to a student’s record with the following configuration:
a. Category: As per options
b. Sub Category: As per options
c. Title: As per file name
d. Requires Acknowledgement: As per options
e. Acknowledgement Requested From: Contacts with priority as per app setting “Student Linked Document Priorities”
f. Users will be sent notifications about their new linked documents and acknowledgement based on the configured options.
Successfully uploaded files will be moved to the “Successful Uploads” folder.
If using third party integration for syncing your students, you should verify that there are no sync errors that need resolution. If a student isn’t synced successfully, then no documents will be uploaded to their account.
Once a batch is complete you should clear the files out of the successful and failed upload folders so that should you later upload files with the same name, there isn’t a conflict moving the files to the successful/failed uploads folders.