Linked Documents#

A linked document is one that is attached to a single users account. This would be used for something like a students school report where each student receives a completely different file.

Tip

Contacts of students with parental responsibility are automatically sent notifications for documents added to their linked students.

Creating a New Document#

To add a linked document to a users account navigate to the students profile documents tab and then the New button at the top.

You then need to complete the required fields:

Title Required
Add a title to the document to identify it.
You can’t add multiple documents with the same title to a students account, they must be unique.

Category Required
Add a category to the document, which can be used to help identify the purpose of the document.

Sub Category Required
Add a sub category to the document, which can be used to help identify the purpose of the document.

Date of Record Required
Add the date on which the document was added. If this is set to a future date the document wont be visible to users until that date.
Staff with permission will be able to view, edit and delete the document still

Is Acknowledgement Required Required
Should the parent/guardian for the student be asked to acknowledge receipt of the document. If so, select Yes otherwise select No.

Document/File Required
The physical file that you’d like to attach to the students record.

Notes
Any additional notes about the document. These can be useful to help identify it’s purpose with more clarity.

Tip

When asking for acknowledgement the students contacts with parental responsibility are automatically sent a notification letting them know they’ve got a new document to acknowledge.

Once you’ve completed the form, click the save button to add the document.

Editing a Document#

To edit an existing linked document navigate to the students profile documents tab. You can then click the edit button next to the relevant document on the students record to be taken to the edit screen.

To edit a documents details, update the details shown on screen and click the save button to save the changes.

Tip

You can’t update the file itself in order to protect the integrity of the record. For example, when the school requests acknowledgement from a parent/guardian they will acknowledge receipt of the document as it was at the time and it would undermine the process if the school could subsequently update the contents of the documents.

Deleting a Document#

To delete an existing linked document navigate to the students profile documents tab. You can then click the delete button next to the relevant document on the students record to delete it, you’ll be asked to confirm your choice before it’s deleted.

Tip

If the document is within a category or sub category that prevents deletion you will not be able to delete that document.

Permissions#

This page is protected by the following permissions:

  • Delete Linked Documents

  • Manage Linked Documents

  • View Student Documents

This page is available to users with the following roles:

  • Parent/Guardian

    • Automatically available for their linked students

  • Staff Members

    • Available with permission

  • Student

    • Automatically available for their own information