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.
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:
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.
Add a category to the document, which can be used to help identify the purpose of the document.
Add a sub category to the document, which can be used to help identify the purpose of the document.
Date of Record
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
Should the parent/guardian for the student be asked to acknowledge receipt of the document. If so, select
Yes otherwise select
The physical file that you’d like to attach to the students record.
Any additional notes about the document. These can be useful to help identify it’s purpose with more clarity.
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.
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.